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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 | $18,447 | $196,972-90.6% | $182,262-89.9% | $198,609-90.7% |
| Participation rate | 100.0% | 85.7%+14.3pp | 84.2%+15.8pp | 82.4%+17.6pp |
| Annual return | 31.23% | 158.27%-127.0pp | 140.60%-109.4pp | 202.70%-171.5pp |
| Employer contribution / active EE | $0 | $5,364-100.0% | $5,046-100.0% | $5,055-100.0% |
| Participant deferral / active EE | $35,353 | $8,643+309.1% | $8,276+327.2% | $6,977+406.7% |
| Admin fee / account holder | $6,496 | $18,429-64.8% | $16,712-61.1% | $19,030-65.9% |