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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 | $13,852 | $156,398-91.1% | $147,318-90.6% | $138,895-90.0% |
| Participation rate | 92.9% | 83.8%+9.1pp | 82.1%+10.8pp | 79.9%+12.9pp |
| Annual return | 24.92% | 78.75%-53.8pp | 70.43%-45.5pp | 145.39%-120.5pp |
| Employer contribution / active EE | $0 | $4,853-100.0% | $4,593-100.0% | $4,194-100.0% |
| Participant deferral / active EE | $9,087 | $8,237+10.3% | $7,906+14.9% | $6,396+42.1% |
| Admin fee / account holder | $2,285 | $14,976-84.7% | $13,708-83.3% | $12,562-81.8% |