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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 | $19,735 | $227,291-91.3% | $214,702-90.8% | $155,188-87.3% |
| Participation rate | 79.2% | 88.0%-8.8pp | 87.5%-8.3pp | 80.8%-1.6pp |
| Annual return | 79.04% | 60.08%+19.0pp | 54.55%+24.5pp | 148.84%-69.8pp |
| Employer contribution / active EE | $0 | $6,772-100.0% | $6,461-100.0% | $4,248-100.0% |
| Participant deferral / active EE | $11,429 | $9,582+19.3% | $9,147+24.9% | $6,531+75.0% |
| Admin fee / account holder | $4,578 | $20,413-77.6% | $19,830-76.9% | $14,480-68.4% |