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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 | $27,123 | $227,291-88.1% | $214,702-87.4% | $155,188-82.5% |
| Participation rate | 86.7% | 88.0%-1.3pp | 87.5%-0.8pp | 80.8%+5.9pp |
| Annual return | 18.29% | 60.08%-41.8pp | 54.55%-36.3pp | 148.84%-130.5pp |
| Employer contribution / active EE | $0 | $6,772-100.0% | $6,461-100.0% | $4,248-100.0% |
| Participant deferral / active EE | $8,366 | $9,582-12.7% | $9,147-8.5% | $6,531+28.1% |
| Admin fee / account holder | $3,174 | $20,413-84.5% | $19,830-84.0% | $14,480-78.1% |