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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 | $29,348 | $196,972-85.1% | $182,262-83.9% | $198,609-85.2% |
| Participation rate | 75.0% | 85.7%-10.7pp | 84.2%-9.2pp | 82.4%-7.4pp |
| Annual return | 15.33% | 158.27%-142.9pp | 140.60%-125.3pp | 202.70%-187.4pp |
| Employer contribution / active EE | $0 | $5,364-100.0% | $5,046-100.0% | $5,055-100.0% |
| Participant deferral / active EE | $8,136 | $8,643-5.9% | $8,276-1.7% | $6,977+16.6% |
| Admin fee / account holder | $4,246 | $18,429-77.0% | $16,712-74.6% | $19,030-77.7% |