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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 | $36,141 | $227,399-84.1% | $189,758-81.0% | $198,609-81.8% |
| Participation rate | 89.5% | 84.0%+5.5pp | 79.8%+9.7pp | 82.4%+7.1pp |
| Annual return | 9.14% | 61.03%-51.9pp | 52.62%-43.5pp | 202.70%-193.6pp |
| Employer contribution / active EE | $0 | $5,526-100.0% | $4,767-100.0% | $5,055-100.0% |
| Participant deferral / active EE | $7,482 | $6,837+9.4% | $5,856+27.8% | $6,977+7.2% |
| Admin fee / account holder | $15,216 | $25,162-39.5% | $20,388-25.4% | $19,030-20.0% |