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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 | $20,657 | $223,823-90.8% | $211,142-90.2% | $154,746-86.7% |
| Participation rate | 100.0% | 87.9%+12.1pp | 87.3%+12.7pp | 80.7%+19.3pp |
| Annual return | 19.06% | 50.39%-31.3pp | 46.84%-27.8pp | 172.34%-153.3pp |
| Employer contribution / active EE | $0 | $6,787-100.0% | $6,442-100.0% | $4,379-100.0% |
| Participant deferral / active EE | $9,260 | $9,750-5.0% | $9,284-0.3% | $6,730+37.6% |
| Admin fee / account holder | $2,903 | $19,707-85.3% | $19,076-84.8% | $14,365-79.8% |