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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 | $17,420 | $78,520-77.8% | $96,576-82.0% | $82,448-78.9% |
| Participation rate | 87.9% | 77.7%+10.1pp | 81.4%+6.4pp | 68.1%+19.8pp |
| Annual return | 40.80% | 41.30%-0.5pp | 38.47%+2.3pp | 41.64%-0.8pp |
| Employer contribution / active EE | $0 | $2,630-100.0% | $3,553-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $8,508 | $6,754+26.0% | $7,956+6.9% | $4,139+105.5% |
| Admin fee / account holder | $4,506 | $13,455-66.5% | $11,381-60.4% | $7,234-37.7% |