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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 | $22,156 | $196,972-88.8% | $182,262-87.8% | $198,609-88.8% |
| Participation rate | 87.5% | 85.7%+1.8pp | 84.2%+3.3pp | 82.4%+5.1pp |
| Annual return | 26.15% | 158.27%-132.1pp | 140.60%-114.4pp | 202.70%-176.5pp |
| Employer contribution / active EE | $0 | $5,364-100.0% | $5,046-100.0% | $5,055-100.0% |
| Participant deferral / active EE | $7,863 | $8,643-9.0% | $8,276-5.0% | $6,977+12.7% |
| Admin fee / account holder | $1,497 | $18,429-91.9% | $16,712-91.0% | $19,030-92.1% |