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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 | $14,760 | $175,259-91.6% | $149,723-90.1% | $139,487-89.4% |
| Participation rate | 88.9% | 83.4%+5.5pp | 78.8%+10.1pp | 80.3%+8.6pp |
| Annual return | 18.23% | 166.82%-148.6pp | 134.50%-116.3pp | 373.84%-355.6pp |
| Employer contribution / active EE | $0 | $5,478-100.0% | $4,821-100.0% | $4,755-100.0% |
| Participant deferral / active EE | $4,346 | $6,522-33.4% | $5,682-23.5% | $6,713-35.3% |
| Admin fee / account holder | $720 | $16,158-95.5% | $13,215-94.6% | $11,407-93.7% |