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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 | $17,017 | $165,399-89.7% | $149,745-88.6% | $158,982-89.3% |
| Participation rate | 80.0% | 84.6%-4.6pp | 82.5%-2.5pp | 82.0%-2.0pp |
| Annual return | 23.00% | 348.34%-325.3pp | 276.72%-253.7pp | 302.99%-280.0pp |
| Employer contribution / active EE | $0 | $5,105-100.0% | $4,646-100.0% | $4,763-100.0% |
| Participant deferral / active EE | $7,515 | $7,183+4.6% | $6,843+9.8% | $5,983+25.6% |
| Admin fee / account holder | $838 | $10,811-92.3% | $9,312-91.0% | $11,252-92.6% |