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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 | $24,740 | $177,156-86.0% | $147,027-83.2% | $154,746-84.0% |
| Participation rate | 76.2% | 79.4%-3.2pp | 73.7%+2.4pp | 80.7%-4.5pp |
| Annual return | 25.55% | 21.94%+3.6pp | 20.23%+5.3pp | 172.34%-146.8pp |
| Employer contribution / active EE | $0 | $4,336-100.0% | $3,626-100.0% | $4,379-100.0% |
| Participant deferral / active EE | $6,921 | $5,797+19.4% | $4,933+40.3% | $6,730+2.8% |
| Admin fee / account holder | $10,898 | $14,904-26.9% | $12,223-10.8% | $14,365-24.1% |