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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 | $29,146 | $197,637-85.3% | $177,848-83.6% | $158,982-81.7% |
| Participation rate | 93.3% | 88.5%+4.8pp | 87.7%+5.6pp | 82.0%+11.4pp |
| Annual return | 15.15% | 58.77%-43.6pp | 48.33%-33.2pp | 302.99%-287.8pp |
| Employer contribution / active EE | $0 | $6,698-100.0% | $5,919-100.0% | $4,763-100.0% |
| Participant deferral / active EE | $11,614 | $8,405+38.2% | $7,714+50.6% | $5,983+94.1% |
| Admin fee / account holder | $7,891 | $15,406-48.8% | $12,431-36.5% | $11,252-29.9% |