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Employer contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $42,625 | $254,759-83.3% | $216,567-80.3% | $198,609-78.5% |
| Participation rate | 91.7% | 84.5%+7.1pp | 81.6%+10.0pp | 82.4%+9.3pp |
| Annual return | 19.16% | 10.04%+9.1pp | 12.94%+6.2pp | 202.70%-183.5pp |
| Employer contribution / active EE | $0 | $6,096-100.0% | $5,216-100.0% | $5,055-100.0% |
| Participant deferral / active EE | $15,166 | $6,948+118.3% | $6,191+145.0% | $6,977+117.4% |
| Admin fee / account holder | $5,163 | $26,311-80.4% | $21,981-76.5% | $19,030-72.9% |