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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 | $20,941 | $142,354-85.3% | $125,529-83.3% | $155,188-86.5% |
| Participation rate | 87.5% | 78.1%+9.4pp | 74.7%+12.8pp | 80.8%+6.7pp |
| Annual return | 18.47% | 306.06%-287.6pp | 202.56%-184.1pp | 148.84%-130.4pp |
| Employer contribution / active EE | $0 | $3,501-100.0% | $3,058-100.0% | $4,248-100.0% |
| Participant deferral / active EE | $2,804 | $5,491-48.9% | $4,813-41.7% | $6,531-57.1% |
| Admin fee / account holder | $3,143 | $19,392-83.8% | $16,298-80.7% | $14,480-78.3% |