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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 | $23,428 | $196,972-88.1% | $182,262-87.1% | $198,609-88.2% |
| Participation rate | 81.3% | 85.7%-4.4pp | 84.2%-3.0pp | 82.4%-1.1pp |
| Annual return | 23.69% | 158.27%-134.6pp | 140.60%-116.9pp | 202.70%-179.0pp |
| Employer contribution / active EE | $0 | $5,364-100.0% | $5,046-100.0% | $5,055-100.0% |
| Participant deferral / active EE | $4,671 | $8,643-46.0% | $8,276-43.6% | $6,977-33.1% |
| Admin fee / account holder | $1,236 | $18,429-93.3% | $16,712-92.6% | $19,030-93.5% |