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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 | $12,783 | $183,539-93.0% | $155,556-91.8% | $145,897-91.2% |
| Participation rate | 85.7% | 82.7%+3.0pp | 78.2%+7.5pp | 80.3%+5.4pp |
| Annual return | 10.07% | 61.31%-51.2pp | 64.84%-54.8pp | 552.29%-542.2pp |
| Employer contribution / active EE | $0 | $5,315-100.0% | $4,675-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $2,621 | $6,467-59.5% | $5,631-53.4% | $6,689-60.8% |
| Admin fee / account holder | $698 | $19,275-96.4% | $15,885-95.6% | $13,390-94.8% |