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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 | $24,424 | $196,972-87.6% | $182,262-86.6% | $198,609-87.7% |
| Participation rate | 94.7% | 85.7%+9.0pp | 84.2%+10.5pp | 82.4%+12.4pp |
| Annual return | 17.40% | 158.27%-140.9pp | 140.60%-123.2pp | 202.70%-185.3pp |
| Employer contribution / active EE | $0 | $5,364-100.0% | $5,046-100.0% | $5,055-100.0% |
| Participant deferral / active EE | $12,697 | $8,643+46.9% | $8,276+53.4% | $6,977+82.0% |
| Admin fee / account holder | $7,854 | $18,429-57.4% | $16,712-53.0% | $19,030-58.7% |