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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 | $16,730 | $165,399-89.9% | $149,745-88.8% | $158,982-89.5% |
| Participation rate | 92.9% | 84.6%+8.3pp | 82.5%+10.4pp | 82.0%+10.9pp |
| Annual return | 21.49% | 348.34%-326.8pp | 276.72%-255.2pp | 302.99%-281.5pp |
| Employer contribution / active EE | $0 | $5,105-100.0% | $4,646-100.0% | $4,763-100.0% |
| Participant deferral / active EE | $16,638 | $7,183+131.6% | $6,843+143.1% | $5,983+178.1% |
| Admin fee / account holder | $5,439 | $10,811-49.7% | $9,312-41.6% | $11,252-51.7% |