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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 | $17,117 | $72,471-76.4% | $94,215-81.8% | $86,983-80.3% |
| Participation rate | 88.2% | 63.9%+24.4pp | 70.0%+18.3pp | 69.5%+18.7pp |
| Annual return | 32.24% | 26.44%+5.8pp | 28.22%+4.0pp | 25.83%+6.4pp |
| Employer contribution / active EE | $0 | $1,936-100.0% | $2,675-100.0% | $2,584-100.0% |
| Participant deferral / active EE | $5,625 | $3,397+65.6% | $4,276+31.5% | $4,194+34.1% |
| Admin fee / account holder | $1,060 | $6,468-83.6% | $10,216-89.6% | $7,856-86.5% |