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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 | $15,194 | $275,752-94.5% | $256,809-94.1% | $198,609-92.3% |
| Participation rate | 89.5% | 89.2%+0.3pp | 88.5%+0.9pp | 82.4%+7.1pp |
| Annual return | 84.66% | 34.81%+49.8pp | 32.73%+51.9pp | 202.70%-118.0pp |
| Employer contribution / active EE | $0 | $7,721-100.0% | $7,263-100.0% | $5,055-100.0% |
| Participant deferral / active EE | $4,958 | $10,037-50.6% | $9,520-47.9% | $6,977-28.9% |
| Admin fee / account holder | $1,132 | $25,716-95.6% | $25,146-95.5% | $19,030-94.1% |