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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 | $13,776 | $167,415-91.8% | $140,514-90.2% | $198,609-93.1% |
| Participation rate | 94.1% | 80.9%+13.2pp | 77.8%+16.3pp | 82.4%+11.7pp |
| Annual return | 15.66% | 13.85%+1.8pp | 14.36%+1.3pp | 202.70%-187.0pp |
| Employer contribution / active EE | $0 | $4,088-100.0% | $3,378-100.0% | $5,055-100.0% |
| Participant deferral / active EE | $5,168 | $5,579-7.4% | $4,919+5.1% | $6,977-25.9% |
| Admin fee / account holder | $1,087 | $16,730-93.5% | $13,697-92.1% | $19,030-94.3% |