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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 | $19,324 | $181,896-89.4% | $156,551-87.7% | $273,972-92.9% |
| Participation rate | 76.5% | 88.4%-11.9pp | 84.0%-7.5pp | 83.0%-6.5pp |
| Annual return | 7.09% | 30.74%-23.7pp | 32.23%-25.1pp | 41.46%-34.4pp |
| Employer contribution / active EE | $0 | $6,248-100.0% | $5,501-100.0% | $4,869-100.0% |
| Participant deferral / active EE | $3,170 | $5,550-42.9% | $4,871-34.9% | $5,287-40.0% |
| Admin fee / account holder | $1,052 | $15,560-93.2% | $13,028-91.9% | $10,133-89.6% |