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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 | $17,250 | $196,972-91.2% | $182,262-90.5% | $198,609-91.3% |
| Participation rate | 75.0% | 85.7%-10.7pp | 84.2%-9.2pp | 82.4%-7.4pp |
| Annual return | 19.03% | 158.27%-139.2pp | 140.60%-121.6pp | 202.70%-183.7pp |
| Employer contribution / active EE | $0 | $5,364-100.0% | $5,046-100.0% | $5,055-100.0% |
| Participant deferral / active EE | $6,682 | $8,643-22.7% | $8,276-19.3% | $6,977-4.2% |
| Admin fee / account holder | $1,377 | $18,429-92.5% | $16,712-91.8% | $19,030-92.8% |