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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 | $17,155 | $227,399-92.5% | $189,758-91.0% | $198,609-91.4% |
| Participation rate | 75.0% | 84.0%-9.0pp | 79.8%-4.8pp | 82.4%-7.4pp |
| Annual return | 18.43% | 61.03%-42.6pp | 52.62%-34.2pp | 202.70%-184.3pp |
| Employer contribution / active EE | $0 | $5,526-100.0% | $4,767-100.0% | $5,055-100.0% |
| Participant deferral / active EE | $15,070 | $6,837+120.4% | $5,856+157.3% | $6,977+116.0% |
| Admin fee / account holder | $5,315 | $25,162-78.9% | $20,388-73.9% | $19,030-72.1% |