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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 | $22,747 | $212,386-89.3% | $199,883-88.6% | $138,895-83.6% |
| Participation rate | 90.9% | 87.4%+3.5pp | 86.8%+4.1pp | 79.9%+11.0pp |
| Annual return | 17.85% | 47.75%-29.9pp | 43.81%-26.0pp | 145.39%-127.5pp |
| Employer contribution / active EE | $0 | $6,625-100.0% | $6,261-100.0% | $4,194-100.0% |
| Participant deferral / active EE | $7,472 | $9,617-22.3% | $9,138-18.2% | $6,396+16.8% |
| Admin fee / account holder | $4,157 | $18,233-77.2% | $17,268-75.9% | $12,562-66.9% |