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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 | $15,387 | $157,296-90.2% | $141,191-89.1% | $152,897-89.9% |
| Participation rate | 94.1% | 84.8%+9.3pp | 82.5%+11.6pp | 82.5%+11.7pp |
| Annual return | 89.38% | 64.34%+25.0pp | 71.41%+18.0pp | 345.43%-256.0pp |
| Employer contribution / active EE | $0 | $5,262-100.0% | $4,736-100.0% | $4,764-100.0% |
| Participant deferral / active EE | $7,561 | $7,111+6.3% | $6,710+12.7% | $5,851+29.2% |
| Admin fee / account holder | $869 | $12,125-92.8% | $10,264-91.5% | $11,599-92.5% |