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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 | $18,324 | $176,077-89.6% | $159,455-88.5% | $167,518-89.1% |
| Participation rate | 87.5% | 84.9%+2.6pp | 82.8%+4.7pp | 82.1%+5.4pp |
| Annual return | 10.85% | 331.83%-321.0pp | 263.63%-252.8pp | 478.71%-467.9pp |
| Employer contribution / active EE | $0 | $5,298-100.0% | $4,830-100.0% | $4,838-100.0% |
| Participant deferral / active EE | $3,313 | $7,751-57.3% | $7,353-54.9% | $6,342-47.8% |
| Admin fee / account holder | $2,341 | $12,556-81.4% | $10,800-78.3% | $12,312-81.0% |