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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 | $17,544 | $165,381-89.4% | $149,730-88.3% | $158,966-89.0% |
| Participation rate | 87.5% | 84.6%+2.9pp | 82.5%+5.0pp | 82.0%+5.5pp |
| Annual return | 8.99% | 348.29%-339.3pp | 276.70%-267.7pp | 302.95%-294.0pp |
| Employer contribution / active EE | $0 | $5,104-100.0% | $4,645-100.0% | $4,762-100.0% |
| Participant deferral / active EE | $7,357 | $7,182+2.4% | $6,843+7.5% | $5,983+23.0% |
| Admin fee / account holder | $5,198 | $10,809-51.9% | $9,310-44.2% | $11,250-53.8% |