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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 | $10,222 | $196,972-94.8% | $182,262-94.4% | $198,609-94.9% |
| Participation rate | 77.8% | 85.7%-7.9pp | 84.2%-6.4pp | 82.4%-4.6pp |
| Annual return | 28.42% | 158.27%-129.9pp | 140.60%-112.2pp | 202.70%-174.3pp |
| Employer contribution / active EE | $0 | $5,364-100.0% | $5,046-100.0% | $5,055-100.0% |
| Participant deferral / active EE | $5,676 | $8,643-34.3% | $8,276-31.4% | $6,977-18.6% |
| Admin fee / account holder | $440 | $18,429-97.6% | $16,712-97.4% | $19,030-97.7% |