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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 | $15,884 | $165,381-90.4% | $149,730-89.4% | $158,966-90.0% |
| Participation rate | 78.6% | 84.6%-6.0pp | 82.5%-3.9pp | 82.0%-3.4pp |
| Annual return | 33.27% | 348.29%-315.0pp | 276.70%-243.4pp | 302.95%-269.7pp |
| Employer contribution / active EE | $0 | $5,104-100.0% | $4,645-100.0% | $4,762-100.0% |
| Participant deferral / active EE | $7,888 | $7,182+9.8% | $6,843+15.3% | $5,983+31.8% |
| Admin fee / account holder | $2,788 | $10,809-74.2% | $9,310-70.1% | $11,250-75.2% |