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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 | $227,291-90.0% | $214,702-89.4% | $155,188-85.3% |
| Participation rate | 90.9% | 88.0%+2.9pp | 87.5%+3.4pp | 80.8%+10.1pp |
| Annual return | 17.85% | 60.08%-42.2pp | 54.55%-36.7pp | 148.84%-131.0pp |
| Employer contribution / active EE | $0 | $6,772-100.0% | $6,461-100.0% | $4,248-100.0% |
| Participant deferral / active EE | $7,472 | $9,582-22.0% | $9,147-18.3% | $6,531+14.4% |
| Admin fee / account holder | $4,157 | $20,413-79.6% | $19,830-79.0% | $14,480-71.3% |