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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 | $27,788 | $196,972-85.9% | $182,262-84.8% | $198,609-86.0% |
| Participation rate | 80.0% | 85.7%-5.7pp | 84.2%-4.2pp | 82.4%-2.4pp |
| Annual return | 12.22% | 158.27%-146.1pp | 140.60%-128.4pp | 202.70%-190.5pp |
| Employer contribution / active EE | $0 | $5,364-100.0% | $5,046-100.0% | $5,055-100.0% |
| Participant deferral / active EE | $17,082 | $8,643+97.7% | $8,276+106.4% | $6,977+144.8% |
| Admin fee / account holder | $32,942 | $18,429+78.8% | $16,712+97.1% | $19,030+73.1% |