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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 | $10,037 | $154,228-93.5% | $145,433-93.1% | $137,256-92.7% |
| Participation rate | 95.5% | 83.8%+11.7pp | 82.1%+13.3pp | 80.0%+15.5pp |
| Annual return | 44.66% | 74.59%-29.9pp | 66.58%-21.9pp | 220.34%-175.7pp |
| Employer contribution / active EE | $0 | $4,804-100.0% | $4,554-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $8,081 | $8,216-1.6% | $7,897+2.3% | $6,407+26.1% |
| Admin fee / account holder | $979 | $14,344-93.2% | $13,129-92.5% | $12,270-92.0% |