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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 | $16,474 | $176,105-90.6% | $159,474-89.7% | $167,536-90.2% |
| Participation rate | 90.9% | 85.0%+6.0pp | 82.8%+8.1pp | 82.1%+8.8pp |
| Annual return | 15.39% | 331.91%-316.5pp | 263.68%-248.3pp | 478.82%-463.4pp |
| Employer contribution / active EE | $0 | $5,299-100.0% | $4,831-100.0% | $4,839-100.0% |
| Participant deferral / active EE | $2,950 | $7,751-61.9% | $7,353-59.9% | $6,342-53.5% |
| Admin fee / account holder | $2,425 | $12,559-80.7% | $10,802-77.6% | $12,315-80.3% |