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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 | $17,789 | $77,472-77.0% | $100,415-82.3% | $80,959-78.0% |
| Participation rate | 77.4% | 76.9%+0.5pp | 81.5%-4.1pp | 67.7%+9.8pp |
| Annual return | 40.73% | 37.26%+3.5pp | 49.47%-8.7pp | 35.67%+5.1pp |
| Employer contribution / active EE | $0 | $2,800-100.0% | $3,943-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $9,174 | $6,818+34.6% | $8,091+13.4% | $4,300+113.3% |
| Admin fee / account holder | $4,905 | $5,885-16.7% | $7,906-38.0% | $6,925-29.2% |