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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 | $22,291 | $198,462-88.8% | $170,439-86.9% | $147,585-84.9% |
| Participation rate | 91.7% | 88.0%+3.7pp | 83.6%+8.1pp | 82.8%+8.8pp |
| Annual return | 16.08% | 257.30%-241.2pp | 205.94%-189.9pp | 578.58%-562.5pp |
| Employer contribution / active EE | $0 | $6,184-100.0% | $5,433-100.0% | $4,876-100.0% |
| Participant deferral / active EE | $2,513 | $5,629-55.4% | $4,939-49.1% | $5,439-53.8% |
| Admin fee / account holder | $417 | $16,852-97.5% | $13,881-97.0% | $10,886-96.2% |