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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 | $16,170 | $201,344-92.0% | $184,243-91.2% | $145,877-88.9% |
| Participation rate | 87.5% | 87.5%0pp | 86.8%+0.7pp | 80.3%+7.2pp |
| Annual return | 14.94% | 29.01%-14.1pp | 28.82%-13.9pp | 551.28%-536.3pp |
| Employer contribution / active EE | $0 | $7,022-100.0% | $6,427-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $8,131 | $9,807-17.1% | $9,132-11.0% | $6,691+21.5% |
| Admin fee / account holder | $3,531 | $16,382-78.4% | $13,914-74.6% | $13,402-73.7% |