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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 | $21,660 | $165,381-86.9% | $149,730-85.5% | $158,966-86.4% |
| Participation rate | 88.9% | 84.6%+4.3pp | 82.5%+6.4pp | 82.0%+6.9pp |
| Annual return | 14.01% | 348.29%-334.3pp | 276.70%-262.7pp | 302.95%-288.9pp |
| Employer contribution / active EE | $0 | $5,104-100.0% | $4,645-100.0% | $4,762-100.0% |
| Participant deferral / active EE | $10,665 | $7,182+48.5% | $6,843+55.9% | $5,983+78.3% |
| Admin fee / account holder | $6,213 | $10,809-42.5% | $9,310-33.3% | $11,250-44.8% |