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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 | $24,591 | $223,823-89.0% | $211,142-88.4% | $154,746-84.1% |
| Participation rate | 90.0% | 87.9%+2.1pp | 87.3%+2.7pp | 80.7%+9.3pp |
| Annual return | 22.43% | 50.39%-28.0pp | 46.84%-24.4pp | 172.34%-149.9pp |
| Employer contribution / active EE | $0 | $6,787-100.0% | $6,442-100.0% | $4,379-100.0% |
| Participant deferral / active EE | $12,236 | $9,750+25.5% | $9,284+31.8% | $6,730+81.8% |
| Admin fee / account holder | $4,339 | $19,707-78.0% | $19,076-77.3% | $14,365-69.8% |