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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 | $16,844 | $147,556-88.6% | $129,031-86.9% | $198,609-91.5% |
| Participation rate | 72.7% | 77.2%-4.5pp | 73.4%-0.6pp | 82.4%-9.7pp |
| Annual return | 22.96% | 37.41%-14.4pp | 34.67%-11.7pp | 202.70%-179.7pp |
| Employer contribution / active EE | $0 | $3,645-100.0% | $3,226-100.0% | $5,055-100.0% |
| Participant deferral / active EE | $4,266 | $5,760-25.9% | $5,217-18.2% | $6,977-38.8% |
| Admin fee / account holder | $913 | $15,467-94.1% | $13,208-93.1% | $19,030-95.2% |