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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 | $16,081 | $165,381-90.3% | $149,730-89.3% | $158,966-89.9% |
| Participation rate | 83.3% | 84.6%-1.2pp | 82.5%+0.9pp | 82.0%+1.4pp |
| Annual return | 16.06% | 348.29%-332.2pp | 276.70%-260.6pp | 302.95%-286.9pp |
| Employer contribution / active EE | $0 | $5,104-100.0% | $4,645-100.0% | $4,762-100.0% |
| Participant deferral / active EE | $7,891 | $7,182+9.9% | $6,843+15.3% | $5,983+31.9% |
| Admin fee / account holder | $10,746 | $10,809-0.6% | $9,310+15.4% | $11,250-4.5% |