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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 | $16,674 | $175,257-90.5% | $149,717-88.9% | $139,456-88.0% |
| Participation rate | 100.0% | 83.4%+16.6pp | 78.8%+21.2pp | 80.3%+19.7pp |
| Annual return | 21.56% | 166.70%-145.1pp | 134.41%-112.9pp | 373.45%-351.9pp |
| Employer contribution / active EE | $0 | $5,477-100.0% | $4,820-100.0% | $4,753-100.0% |
| Participant deferral / active EE | $14,544 | $6,521+123.0% | $5,682+156.0% | $6,711+116.7% |
| Admin fee / account holder | $5,139 | $16,156-68.2% | $13,213-61.1% | $11,407-54.9% |