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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 | $18,324 | $176,105-89.6% | $159,474-88.5% | $167,536-89.1% |
| Participation rate | 87.5% | 85.0%+2.5pp | 82.8%+4.7pp | 82.1%+5.4pp |
| Annual return | 10.85% | 331.91%-321.1pp | 263.68%-252.8pp | 478.82%-468.0pp |
| Employer contribution / active EE | $0 | $5,299-100.0% | $4,831-100.0% | $4,839-100.0% |
| Participant deferral / active EE | $3,313 | $7,751-57.3% | $7,353-54.9% | $6,342-47.8% |
| Admin fee / account holder | $2,341 | $12,559-81.4% | $10,802-78.3% | $12,315-81.0% |