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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 | $46,384 | $275,752-83.2% | $256,809-81.9% | $198,609-76.6% |
| Participation rate | 88.2% | 89.2%-0.9pp | 88.5%-0.3pp | 82.4%+5.9pp |
| Annual return | 20.21% | 34.81%-14.6pp | 32.73%-12.5pp | 202.70%-182.5pp |
| Employer contribution / active EE | $0 | $7,721-100.0% | $7,263-100.0% | $5,055-100.0% |
| Participant deferral / active EE | $11,534 | $10,037+14.9% | $9,520+21.2% | $6,977+65.3% |
| Admin fee / account holder | $7,248 | $25,716-71.8% | $25,146-71.2% | $19,030-61.9% |