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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 | $13,545 | $176,402-92.3% | $134,155-89.9% | $158,950-91.5% |
| Participation rate | 88.9% | 78.7%+10.2pp | 72.2%+16.7pp | 82.0%+6.9pp |
| Annual return | 13.83% | 63.66%-49.8pp | 36.34%-22.5pp | 302.91%-289.1pp |
| Employer contribution / active EE | $0 | $5,042-100.0% | $3,705-100.0% | $4,762-100.0% |
| Participant deferral / active EE | $6,078 | $4,093+48.5% | $3,500+73.7% | $5,983+1.6% |
| Admin fee / account holder | $7,872 | $8,719-9.7% | $6,685+17.8% | $11,248-30.0% |