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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 | $20,828 | $196,972-89.4% | $182,262-88.6% | $198,609-89.5% |
| Participation rate | 90.9% | 85.7%+5.2pp | 84.2%+6.7pp | 82.4%+8.5pp |
| Annual return | 24.38% | 158.27%-133.9pp | 140.60%-116.2pp | 202.70%-178.3pp |
| Employer contribution / active EE | $0 | $5,364-100.0% | $5,046-100.0% | $5,055-100.0% |
| Participant deferral / active EE | $9,229 | $8,643+6.8% | $8,276+11.5% | $6,977+32.3% |
| Admin fee / account holder | $750 | $18,429-95.9% | $16,712-95.5% | $19,030-96.1% |