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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 | $10,655 | $232,540-95.4% | $185,117-94.2% | $147,586-92.8% |
| Participation rate | 83.3% | 82.4%+1.0pp | 77.3%+6.1pp | 82.8%+0.5pp |
| Annual return | 22.06% | 43.03%-21.0pp | 40.50%-18.4pp | 578.59%-556.5pp |
| Employer contribution / active EE | $0 | $5,195-100.0% | $4,182-100.0% | $4,876-100.0% |
| Participant deferral / active EE | $2,090 | $5,834-64.2% | $5,045-58.6% | $5,439-61.6% |
| Admin fee / account holder | $25,577 | $10,275+148.9% | $8,159+213.5% | $10,886+135.0% |