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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 | $25,952 | $227,291-88.6% | $214,702-87.9% | $155,188-83.3% |
| Participation rate | 92.9% | 88.0%+4.9pp | 87.5%+5.4pp | 80.8%+12.1pp |
| Annual return | 11.32% | 60.08%-48.8pp | 54.55%-43.2pp | 148.84%-137.5pp |
| Employer contribution / active EE | $0 | $6,772-100.0% | $6,461-100.0% | $4,248-100.0% |
| Participant deferral / active EE | $8,013 | $9,582-16.4% | $9,147-12.4% | $6,531+22.7% |
| Admin fee / account holder | $1,724 | $20,413-91.6% | $19,830-91.3% | $14,480-88.1% |