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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 | $21,053 | $165,381-87.3% | $149,730-85.9% | $158,966-86.8% |
| Participation rate | 75.0% | 84.6%-9.6pp | 82.5%-7.5pp | 82.0%-7.0pp |
| Annual return | 37.17% | 348.29%-311.1pp | 276.70%-239.5pp | 302.95%-265.8pp |
| Employer contribution / active EE | $0 | $5,104-100.0% | $4,645-100.0% | $4,762-100.0% |
| Participant deferral / active EE | $9,871 | $7,182+37.4% | $6,843+44.3% | $5,983+65.0% |
| Admin fee / account holder | $1,932 | $10,809-82.1% | $9,310-79.2% | $11,250-82.8% |