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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 | $16,717 | $196,972-91.5% | $182,262-90.8% | $198,609-91.6% |
| Participation rate | 90.9% | 85.7%+5.2pp | 84.2%+6.7pp | 82.4%+8.5pp |
| Annual return | 20.83% | 158.27%-137.4pp | 140.60%-119.8pp | 202.70%-181.9pp |
| Employer contribution / active EE | $0 | $5,364-100.0% | $5,046-100.0% | $5,055-100.0% |
| Participant deferral / active EE | $6,357 | $8,643-26.4% | $8,276-23.2% | $6,977-8.9% |
| Admin fee / account holder | $982 | $18,429-94.7% | $16,712-94.1% | $19,030-94.8% |