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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 | $16,967 | $227,291-92.5% | $214,702-92.1% | $155,188-89.1% |
| Participation rate | 85.7% | 88.0%-2.3pp | 87.5%-1.8pp | 80.8%+4.9pp |
| Annual return | 31.82% | 60.08%-28.3pp | 54.55%-22.7pp | 148.84%-117.0pp |
| Employer contribution / active EE | $0 | $6,772-100.0% | $6,461-100.0% | $4,248-100.0% |
| Participant deferral / active EE | $10,344 | $9,582+8.0% | $9,147+13.1% | $6,531+58.4% |
| Admin fee / account holder | $1,274 | $20,413-93.8% | $19,830-93.6% | $14,480-91.2% |