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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 | $14,792 | $165,381-91.1% | $149,730-90.1% | $158,966-90.7% |
| Participation rate | 91.3% | 84.6%+6.7pp | 82.5%+8.8pp | 82.0%+9.3pp |
| Annual return | 27.55% | 348.29%-320.7pp | 276.70%-249.1pp | 302.95%-275.4pp |
| Employer contribution / active EE | $0 | $5,104-100.0% | $4,645-100.0% | $4,762-100.0% |
| Participant deferral / active EE | $5,121 | $7,182-28.7% | $6,843-25.2% | $5,983-14.4% |
| Admin fee / account holder | $458 | $10,809-95.8% | $9,310-95.1% | $11,250-95.9% |