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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 | $15,094 | $148,582-89.8% | $135,942-88.9% | $139,456-89.2% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 17.77% | 79.26%-61.5pp | 68.28%-50.5pp | 373.45%-355.7pp |
| Employer contribution / active EE | $0 | $5,245-100.0% | $4,858-100.0% | $4,753-100.0% |
| Participant deferral / active EE | $7,150 | $8,101-11.7% | $7,759-7.8% | $6,711+6.5% |
| Admin fee / account holder | $413 | $12,402-96.7% | $10,764-96.2% | $11,407-96.4% |