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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 | $20,782 | $227,291-90.9% | $214,702-90.3% | $155,188-86.6% |
| Participation rate | 100.0% | 88.0%+12.0pp | 87.5%+12.5pp | 80.8%+19.2pp |
| Annual return | 42.64% | 60.08%-17.4pp | 54.55%-11.9pp | 148.84%-106.2pp |
| Employer contribution / active EE | $0 | $6,772-100.0% | $6,461-100.0% | $4,248-100.0% |
| Participant deferral / active EE | $9,859 | $9,582+2.9% | $9,147+7.8% | $6,531+51.0% |
| Admin fee / account holder | $593 | $20,413-97.1% | $19,830-97.0% | $14,480-95.9% |