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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 | $13,165 | $155,555-91.5% | $146,866-91.0% | $155,188-91.5% |
| Participation rate | 90.9% | 84.0%+7.0pp | 82.5%+8.4pp | 80.8%+10.1pp |
| Annual return | 59.77% | 115.41%-55.6pp | 102.85%-43.1pp | 148.84%-89.1pp |
| Employer contribution / active EE | $0 | $4,647-100.0% | $4,425-100.0% | $4,248-100.0% |
| Participant deferral / active EE | $3,857 | $8,044-52.1% | $7,759-50.3% | $6,531-40.9% |
| Admin fee / account holder | $791 | $14,755-94.6% | $13,620-94.2% | $14,480-94.5% |