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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 | $223,823-88.4% | $211,142-87.7% | $154,746-83.2% |
| Participation rate | 92.9% | 87.9%+5.0pp | 87.3%+5.6pp | 80.7%+12.2pp |
| Annual return | 11.32% | 50.39%-39.1pp | 46.84%-35.5pp | 172.34%-161.0pp |
| Employer contribution / active EE | $0 | $6,787-100.0% | $6,442-100.0% | $4,379-100.0% |
| Participant deferral / active EE | $8,013 | $9,750-17.8% | $9,284-13.7% | $6,730+19.1% |
| Admin fee / account holder | $1,724 | $19,707-91.3% | $19,076-91.0% | $14,365-88.0% |