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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 | $19,184 | $165,361-88.4% | $149,715-87.2% | $158,950-87.9% |
| Participation rate | 95.2% | 84.6%+10.7pp | 82.5%+12.8pp | 82.0%+13.3pp |
| Annual return | 12.49% | 348.24%-335.8pp | 276.66%-264.2pp | 302.91%-290.4pp |
| Employer contribution / active EE | $0 | $5,103-100.0% | $4,645-100.0% | $4,762-100.0% |
| Participant deferral / active EE | $5,790 | $7,182-19.4% | $6,842-15.4% | $5,983-3.2% |
| Admin fee / account holder | $2,640 | $10,808-75.6% | $9,310-71.6% | $11,248-76.5% |