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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 | $17,430 | $165,381-89.5% | $149,730-88.4% | $158,966-89.0% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 9.37% | 348.29%-338.9pp | 276.70%-267.3pp | 302.95%-293.6pp |
| Employer contribution / active EE | $0 | $5,104-100.0% | $4,645-100.0% | $4,762-100.0% |
| Participant deferral / active EE | $3,276 | $7,182-54.4% | $6,843-52.1% | $5,983-45.2% |
| Admin fee / account holder | $11,551 | $10,809+6.9% | $9,310+24.1% | $11,250+2.7% |