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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 | $19,369 | $157,304-87.7% | $141,197-86.3% | $152,909-87.3% |
| Participation rate | 82.6% | 84.8%-2.2pp | 82.5%+0.1pp | 82.5%+0.2pp |
| Annual return | 21.65% | 64.34%-42.7pp | 71.41%-49.8pp | 345.46%-323.8pp |
| Employer contribution / active EE | $0 | $5,263-100.0% | $4,736-100.0% | $4,764-100.0% |
| Participant deferral / active EE | $7,732 | $7,111+8.7% | $6,710+15.2% | $5,851+32.1% |
| Admin fee / account holder | $5,166 | $12,126-57.4% | $10,265-49.7% | $11,601-55.5% |