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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 | $17,274 | $157,296-89.0% | $141,191-87.8% | $152,897-88.7% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.5%+17.5pp |
| Annual return | 25.08% | 64.34%-39.3pp | 71.41%-46.3pp | 345.43%-320.4pp |
| Employer contribution / active EE | $0 | $5,262-100.0% | $4,736-100.0% | $4,764-100.0% |
| Participant deferral / active EE | $8,882 | $7,111+24.9% | $6,710+32.4% | $5,851+51.8% |
| Admin fee / account holder | $4,114 | $12,125-66.1% | $10,264-59.9% | $11,599-64.5% |