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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 | $15,944 | $209,336-92.4% | $197,124-91.9% | $137,256-88.4% |
| Participation rate | 87.5% | 87.3%+0.2pp | 86.7%+0.8pp | 80.0%+7.5pp |
| Annual return | 30.14% | 48.09%-18.0pp | 44.34%-14.2pp | 220.34%-190.2pp |
| Employer contribution / active EE | $0 | $6,591-100.0% | $6,227-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $7,728 | $9,614-19.6% | $9,135-15.4% | $6,407+20.6% |
| Admin fee / account holder | $2,009 | $17,308-88.4% | $16,298-87.7% | $12,270-83.6% |