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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 | $15,583 | $196,972-92.1% | $182,262-91.5% | $198,609-92.2% |
| Participation rate | 83.3% | 85.7%-2.4pp | 84.2%-0.9pp | 82.4%+1.0pp |
| Annual return | 25.89% | 158.27%-132.4pp | 140.60%-114.7pp | 202.70%-176.8pp |
| Employer contribution / active EE | $0 | $5,364-100.0% | $5,046-100.0% | $5,055-100.0% |
| Participant deferral / active EE | $15,027 | $8,643+73.9% | $8,276+81.6% | $6,977+115.4% |
| Admin fee / account holder | $7,079 | $18,429-61.6% | $16,712-57.6% | $19,030-62.8% |