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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 | $23,671 | $223,823-89.4% | $211,142-88.8% | $154,746-84.7% |
| Participation rate | 87.5% | 87.9%-0.4pp | 87.3%+0.2pp | 80.7%+6.8pp |
| Annual return | 71.21% | 50.39%+20.8pp | 46.84%+24.4pp | 172.34%-101.1pp |
| Employer contribution / active EE | $0 | $6,787-100.0% | $6,442-100.0% | $4,379-100.0% |
| Participant deferral / active EE | $8,925 | $9,750-8.5% | $9,284-3.9% | $6,730+32.6% |
| Admin fee / account holder | $8,287 | $19,707-58.0% | $19,076-56.6% | $14,365-42.3% |