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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 | $16,358 | $106,524-84.6% | $152,301-89.3% | $87,485-81.3% |
| Participation rate | 74.1% | 75.8%-1.7pp | 82.4%-8.4pp | 68.9%+5.1pp |
| Annual return | 26.00% | 26.89%-0.9pp | 80.50%-54.5pp | 26.06%-0.1pp |
| Employer contribution / active EE | $0 | $3,371-100.0% | $4,624-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $8,271 | $6,525+26.8% | $8,004+3.3% | $4,274+93.5% |
| Admin fee / account holder | $1,248 | $8,287-84.9% | $14,398-91.3% | $7,775-83.9% |