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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 | $19,425 | $198,457-90.2% | $170,435-88.6% | $147,586-86.8% |
| Participation rate | 94.7% | 88.0%+6.8pp | 83.6%+11.1pp | 82.8%+11.9pp |
| Annual return | 18.71% | 257.30%-238.6pp | 205.94%-187.2pp | 578.59%-559.9pp |
| Employer contribution / active EE | $0 | $6,183-100.0% | $5,432-100.0% | $4,876-100.0% |
| Participant deferral / active EE | $4,364 | $5,629-22.5% | $4,939-11.7% | $5,439-19.8% |
| Admin fee / account holder | $19,149 | $16,852+13.6% | $13,881+38.0% | $10,886+75.9% |