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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 | $24,827 | $227,399-89.1% | $189,758-86.9% | $198,609-87.5% |
| Participation rate | 70.0% | 84.0%-14.0pp | 79.8%-9.8pp | 82.4%-12.4pp |
| Annual return | 18.58% | 61.03%-42.4pp | 52.62%-34.0pp | 202.70%-184.1pp |
| Employer contribution / active EE | $0 | $5,526-100.0% | $4,767-100.0% | $5,055-100.0% |
| Participant deferral / active EE | $4,601 | $6,837-32.7% | $5,856-21.4% | $6,977-34.1% |
| Admin fee / account holder | $1,360 | $25,162-94.6% | $20,388-93.3% | $19,030-92.9% |