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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 | $14,799 | $199,109-92.6% | $173,730-91.5% | $154,746-90.4% |
| Participation rate | 76.2% | 82.8%-6.6pp | 79.6%-3.4pp | 80.7%-4.5pp |
| Annual return | 13.74% | 20.02%-6.3pp | 19.96%-6.2pp | 172.34%-158.6pp |
| Employer contribution / active EE | $0 | $5,311-100.0% | $4,577-100.0% | $4,379-100.0% |
| Participant deferral / active EE | $4,271 | $7,113-39.9% | $6,326-32.5% | $6,730-36.5% |
| Admin fee / account holder | $1,061 | $20,916-94.9% | $17,523-93.9% | $14,365-92.6% |