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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 | $154,228-91.5% | $145,433-90.9% | $137,256-90.4% |
| Participation rate | 90.9% | 83.8%+7.1pp | 82.1%+8.8pp | 80.0%+10.9pp |
| Annual return | 59.77% | 74.59%-14.8pp | 66.58%-6.8pp | 220.34%-160.6pp |
| Employer contribution / active EE | $0 | $4,804-100.0% | $4,554-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $3,857 | $8,216-53.1% | $7,897-51.2% | $6,407-39.8% |
| Admin fee / account holder | $791 | $14,344-94.5% | $13,129-94.0% | $12,270-93.6% |