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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 | $16,159 | $196,972-91.8% | $182,262-91.1% | $198,609-91.9% |
| Participation rate | 70.0% | 85.7%-15.7pp | 84.2%-14.2pp | 82.4%-12.4pp |
| Annual return | 15.17% | 158.27%-143.1pp | 140.60%-125.4pp | 202.70%-187.5pp |
| Employer contribution / active EE | $0 | $5,364-100.0% | $5,046-100.0% | $5,055-100.0% |
| Participant deferral / active EE | $7,347 | $8,643-15.0% | $8,276-11.2% | $6,977+5.3% |
| Admin fee / account holder | $4,805 | $18,429-73.9% | $16,712-71.2% | $19,030-74.7% |