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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 | $23,894 | $209,425-88.6% | $178,499-86.6% | $158,966-85.0% |
| Participation rate | 77.3% | 86.4%-9.1pp | 81.9%-4.7pp | 82.0%-4.7pp |
| Annual return | 13.45% | 188.80%-175.3pp | 151.10%-137.7pp | 302.95%-289.5pp |
| Employer contribution / active EE | $0 | $5,707-100.0% | $5,011-100.0% | $4,762-100.0% |
| Participant deferral / active EE | $3,272 | $5,955-45.1% | $5,202-37.1% | $5,983-45.3% |
| Admin fee / account holder | $616 | $17,078-96.4% | $13,986-95.6% | $11,250-94.5% |