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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 | $18,171 | $135,905-86.6% | $126,068-85.6% | $198,609-90.9% |
| Participation rate | 90.0% | 85.6%+4.4pp | 84.7%+5.3pp | 82.4%+7.6pp |
| Annual return | 29.36% | 14.07%+15.3pp | 15.01%+14.3pp | 202.70%-173.3pp |
| Employer contribution / active EE | $0 | $4,245-100.0% | $3,968-100.0% | $5,055-100.0% |
| Participant deferral / active EE | $9,729 | $8,523+14.1% | $8,214+18.4% | $6,977+39.5% |
| Admin fee / account holder | $4,303 | $21,036-79.5% | $18,264-76.4% | $19,030-77.4% |