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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 | $24,347 | $223,823-89.1% | $211,142-88.5% | $154,746-84.3% |
| Participation rate | 82.4% | 87.9%-5.5pp | 87.3%-4.9pp | 80.7%+1.7pp |
| Annual return | 19.66% | 50.39%-30.7pp | 46.84%-27.2pp | 172.34%-152.7pp |
| Employer contribution / active EE | $0 | $6,787-100.0% | $6,442-100.0% | $4,379-100.0% |
| Participant deferral / active EE | $6,279 | $9,750-35.6% | $9,284-32.4% | $6,730-6.7% |
| Admin fee / account holder | $1,067 | $19,707-94.6% | $19,076-94.4% | $14,365-92.6% |