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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 | $11,550 | $157,296-92.7% | $141,191-91.8% | $152,897-92.4% |
| Participation rate | 88.2% | 84.8%+3.4pp | 82.5%+5.8pp | 82.5%+5.8pp |
| Annual return | 29.70% | 64.34%-34.6pp | 71.41%-41.7pp | 345.43%-315.7pp |
| Employer contribution / active EE | $0 | $5,262-100.0% | $4,736-100.0% | $4,764-100.0% |
| Participant deferral / active EE | $7,914 | $7,111+11.3% | $6,710+17.9% | $5,851+35.3% |
| Admin fee / account holder | $1,142 | $12,125-90.6% | $10,264-88.9% | $11,599-90.2% |