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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 | $32,318 | $171,492-81.2% | $150,734-78.6% | $198,609-83.7% |
| Participation rate | 95.5% | 81.4%+14.0pp | 78.4%+17.0pp | 82.4%+13.1pp |
| Annual return | 17.77% | 804.70%-786.9pp | 600.81%-583.0pp | 202.70%-184.9pp |
| Employer contribution / active EE | $0 | $5,470-100.0% | $4,918-100.0% | $5,055-100.0% |
| Participant deferral / active EE | $5,125 | $6,259-18.1% | $5,610-8.6% | $6,977-26.5% |
| Admin fee / account holder | $1,665 | $17,628-90.6% | $14,905-88.8% | $19,030-91.3% |