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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 | $11,054 | $105,158-89.5% | $94,672-88.3% | $139,487-92.1% |
| Participation rate | 82.4% | 82.4%0pp | 80.8%+1.5pp | 80.3%+2.0pp |
| Annual return | 16.93% | 38.11%-21.2pp | 156.89%-140.0pp | 373.84%-356.9pp |
| Employer contribution / active EE | $0 | $4,107-100.0% | $3,673-100.0% | $4,755-100.0% |
| Participant deferral / active EE | $6,380 | $7,599-16.0% | $7,417-14.0% | $6,713-5.0% |
| Admin fee / account holder | $11,201 | $8,972+24.8% | $7,222+55.1% | $11,407-1.8% |