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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 | $20,392 | $196,972-89.6% | $182,262-88.8% | $198,609-89.7% |
| Participation rate | 90.0% | 85.7%+4.3pp | 84.2%+5.8pp | 82.4%+7.6pp |
| Annual return | 19.69% | 158.27%-138.6pp | 140.60%-120.9pp | 202.70%-183.0pp |
| Employer contribution / active EE | $0 | $5,364-100.0% | $5,046-100.0% | $5,055-100.0% |
| Participant deferral / active EE | $4,582 | $8,643-47.0% | $8,276-44.6% | $6,977-34.3% |
| Admin fee / account holder | $430 | $18,429-97.7% | $16,712-97.4% | $19,030-97.7% |