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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 | $18,556 | $201,344-90.8% | $184,243-89.9% | $145,877-87.3% |
| Participation rate | 91.3% | 87.5%+3.8pp | 86.8%+4.5pp | 80.3%+11.0pp |
| Annual return | 13.87% | 29.01%-15.1pp | 28.82%-14.9pp | 551.28%-537.4pp |
| Employer contribution / active EE | $0 | $7,022-100.0% | $6,427-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $9,424 | $9,807-3.9% | $9,132+3.2% | $6,691+40.9% |
| Admin fee / account holder | $5,805 | $16,382-64.6% | $13,914-58.3% | $13,402-56.7% |