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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 | $17,698 | $196,972-91.0% | $182,262-90.3% | $198,609-91.1% |
| Participation rate | 76.5% | 85.7%-9.2pp | 84.2%-7.7pp | 82.4%-5.9pp |
| Annual return | 16.04% | 158.27%-142.2pp | 140.60%-124.6pp | 202.70%-186.7pp |
| Employer contribution / active EE | $0 | $5,364-100.0% | $5,046-100.0% | $5,055-100.0% |
| Participant deferral / active EE | $9,682 | $8,643+12.0% | $8,276+17.0% | $6,977+38.8% |
| Admin fee / account holder | $6,318 | $18,429-65.7% | $16,712-62.2% | $19,030-66.8% |