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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 | $31,499 | $289,211-89.1% | $260,467-87.9% | $198,609-84.1% |
| Participation rate | 73.3% | 83.1%-9.8pp | 80.5%-7.1pp | 82.4%-9.0pp |
| Annual return | 18.19% | 112.90%-94.7pp | 100.60%-82.4pp | 202.70%-184.5pp |
| Employer contribution / active EE | $0 | $4,663-100.0% | $4,239-100.0% | $5,055-100.0% |
| Participant deferral / active EE | $5,397 | $6,812-20.8% | $6,319-14.6% | $6,977-22.6% |
| Admin fee / account holder | $443 | $16,236-97.3% | $15,461-97.1% | $19,030-97.7% |