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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 | $21,469 | $196,972-89.1% | $182,262-88.2% | $198,609-89.2% |
| Participation rate | 80.0% | 85.7%-5.7pp | 84.2%-4.2pp | 82.4%-2.4pp |
| Annual return | 17.99% | 158.27%-140.3pp | 140.60%-122.6pp | 202.70%-184.7pp |
| Employer contribution / active EE | $0 | $5,364-100.0% | $5,046-100.0% | $5,055-100.0% |
| Participant deferral / active EE | $6,166 | $8,643-28.7% | $8,276-25.5% | $6,977-11.6% |
| Admin fee / account holder | $2,031 | $18,429-89.0% | $16,712-87.8% | $19,030-89.3% |