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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 | $27,249 | $196,972-86.2% | $182,262-85.0% | $198,609-86.3% |
| Participation rate | 93.3% | 85.7%+7.6pp | 84.2%+9.1pp | 82.4%+11.0pp |
| Annual return | 32.79% | 158.27%-125.5pp | 140.60%-107.8pp | 202.70%-169.9pp |
| Employer contribution / active EE | $0 | $5,364-100.0% | $5,046-100.0% | $5,055-100.0% |
| Participant deferral / active EE | $17,865 | $8,643+106.7% | $8,276+115.8% | $6,977+156.1% |
| Admin fee / account holder | $4,781 | $18,429-74.1% | $16,712-71.4% | $19,030-74.9% |