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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 | $20,071 | $198,457-89.9% | $170,435-88.2% | $147,586-86.4% |
| Participation rate | 70.6% | 88.0%-17.4pp | 83.6%-13.0pp | 82.8%-12.2pp |
| Annual return | 15.44% | 257.30%-241.9pp | 205.94%-190.5pp | 578.59%-563.2pp |
| Employer contribution / active EE | $0 | $6,183-100.0% | $5,432-100.0% | $4,876-100.0% |
| Participant deferral / active EE | $3,224 | $5,629-42.7% | $4,939-34.7% | $5,439-40.7% |
| Admin fee / account holder | $7,760 | $16,852-54.0% | $13,881-44.1% | $10,886-28.7% |