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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 | $10,231 | $178,174-94.3% | $156,181-93.4% | $137,256-92.5% |
| Participation rate | 90.0% | 82.0%+8.0pp | 78.8%+11.2pp | 80.0%+10.0pp |
| Annual return | 18.52% | 84.19%-65.7pp | 64.87%-46.3pp | 220.34%-201.8pp |
| Employer contribution / active EE | $0 | $4,972-100.0% | $4,294-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $4,233 | $6,888-38.6% | $6,132-31.0% | $6,407-33.9% |
| Admin fee / account holder | $426 | $17,404-97.6% | $14,586-97.1% | $12,270-96.5% |