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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 | $29,150 | $227,291-87.2% | $214,702-86.4% | $155,188-81.2% |
| Participation rate | 95.8% | 88.0%+7.9pp | 87.5%+8.4pp | 80.8%+15.0pp |
| Annual return | 88.62% | 60.08%+28.5pp | 54.55%+34.1pp | 148.84%-60.2pp |
| Employer contribution / active EE | $0 | $6,772-100.0% | $6,461-100.0% | $4,248-100.0% |
| Participant deferral / active EE | $8,486 | $9,582-11.4% | $9,147-7.2% | $6,531+29.9% |
| Admin fee / account holder | $3,688 | $20,413-81.9% | $19,830-81.4% | $14,480-74.5% |