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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 | $13,997 | $148,623-90.6% | $135,974-89.7% | $139,466-90.0% |
| Participation rate | 90.9% | 83.9%+7.0pp | 81.9%+9.0pp | 80.3%+10.6pp |
| Annual return | 14.72% | 79.30%-64.6pp | 68.30%-53.6pp | 373.66%-358.9pp |
| Employer contribution / active EE | $0 | $5,246-100.0% | $4,859-100.0% | $4,754-100.0% |
| Participant deferral / active EE | $3,577 | $8,103-55.9% | $7,760-53.9% | $6,712-46.7% |
| Admin fee / account holder | $1,869 | $12,406-84.9% | $10,767-82.6% | $11,409-83.6% |