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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 | $16,603 | $160,040-89.6% | $147,096-88.7% | $145,877-88.6% |
| Participation rate | 91.7% | 84.0%+7.6pp | 82.2%+9.5pp | 80.3%+11.4pp |
| Annual return | 15.14% | 98.49%-83.4pp | 419.75%-404.6pp | 551.28%-536.1pp |
| Employer contribution / active EE | $0 | $5,289-100.0% | $4,936-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $12,538 | $8,429+48.8% | $8,071+55.3% | $6,691+87.4% |
| Admin fee / account holder | $1,020 | $15,050-93.2% | $13,005-92.2% | $13,402-92.4% |