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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 | $16,384 | $196,972-91.7% | $182,262-91.0% | $198,609-91.8% |
| Participation rate | 87.5% | 85.7%+1.8pp | 84.2%+3.3pp | 82.4%+5.1pp |
| Annual return | 23.10% | 158.27%-135.2pp | 140.60%-117.5pp | 202.70%-179.6pp |
| Employer contribution / active EE | $0 | $5,364-100.0% | $5,046-100.0% | $5,055-100.0% |
| Participant deferral / active EE | $6,163 | $8,643-28.7% | $8,276-25.5% | $6,977-11.7% |
| Admin fee / account holder | $5,981 | $18,429-67.5% | $16,712-64.2% | $19,030-68.6% |