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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 | $17,702 | $198,457-91.1% | $170,435-89.6% | $147,586-88.0% |
| Participation rate | 87.5% | 88.0%-0.5pp | 83.6%+3.9pp | 82.8%+4.7pp |
| Annual return | 9.67% | 257.30%-247.6pp | 205.94%-196.3pp | 578.59%-568.9pp |
| Employer contribution / active EE | $0 | $6,183-100.0% | $5,432-100.0% | $4,876-100.0% |
| Participant deferral / active EE | $3,184 | $5,629-43.4% | $4,939-35.5% | $5,439-41.5% |
| Admin fee / account holder | $29,663 | $16,852+76.0% | $13,881+113.7% | $10,886+172.5% |