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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 | $17,397 | $196,972-91.2% | $182,262-90.5% | $198,609-91.2% |
| Participation rate | 83.3% | 85.7%-2.4pp | 84.2%-0.9pp | 82.4%+1.0pp |
| Annual return | 27.77% | 158.27%-130.5pp | 140.60%-112.8pp | 202.70%-174.9pp |
| Employer contribution / active EE | $0 | $5,364-100.0% | $5,046-100.0% | $5,055-100.0% |
| Participant deferral / active EE | $8,734 | $8,643+1.1% | $8,276+5.5% | $6,977+25.2% |
| Admin fee / account holder | $5,789 | $18,429-68.6% | $16,712-65.4% | $19,030-69.6% |