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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 | $197,603-85.3% | $177,827-83.6% | $158,950-81.7% |
| Participation rate | 93.3% | 88.5%+4.8pp | 87.7%+5.6pp | 82.0%+11.4pp |
| Annual return | 15.15% | 58.76%-43.6pp | 48.32%-33.2pp | 302.91%-287.8pp |
| Employer contribution / active EE | $0 | $6,698-100.0% | $5,918-100.0% | $4,762-100.0% |
| Participant deferral / active EE | $11,614 | $8,404+38.2% | $7,713+50.6% | $5,983+94.1% |
| Admin fee / account holder | $7,891 | $15,402-48.8% | $12,429-36.5% | $11,248-29.8% |