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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 | $20,003 | $138,312-85.5% | $122,979-83.7% | $155,188-87.1% |
| Participation rate | 70.0% | 80.2%-10.2pp | 77.2%-7.2pp | 80.8%-10.8pp |
| Annual return | 17.09% | 22.06%-5.0pp | 20.12%-3.0pp | 148.84%-131.7pp |
| Employer contribution / active EE | $0 | $3,530-100.0% | $3,062-100.0% | $4,248-100.0% |
| Participant deferral / active EE | $16,381 | $5,592+192.9% | $5,003+227.4% | $6,531+150.8% |
| Admin fee / account holder | $6,739 | $15,089-55.3% | $12,864-47.6% | $14,480-53.5% |