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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 | $13,721 | $165,399-91.7% | $149,745-90.8% | $158,982-91.4% |
| Participation rate | 91.7% | 84.6%+7.1pp | 82.5%+9.2pp | 82.0%+9.7pp |
| Annual return | 25.72% | 348.34%-322.6pp | 276.72%-251.0pp | 302.99%-277.3pp |
| Employer contribution / active EE | $0 | $5,105-100.0% | $4,646-100.0% | $4,763-100.0% |
| Participant deferral / active EE | $6,291 | $7,183-12.4% | $6,843-8.1% | $5,983+5.1% |
| Admin fee / account holder | $1,023 | $10,811-90.5% | $9,312-89.0% | $11,252-90.9% |