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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 | $14,697 | $157,296-90.7% | $141,191-89.6% | $152,897-90.4% |
| Participation rate | 94.7% | 84.8%+9.9pp | 82.5%+12.3pp | 82.5%+12.3pp |
| Annual return | 45.92% | 64.34%-18.4pp | 71.41%-25.5pp | 345.43%-299.5pp |
| Employer contribution / active EE | $0 | $5,262-100.0% | $4,736-100.0% | $4,764-100.0% |
| Participant deferral / active EE | $9,948 | $7,111+39.9% | $6,710+48.2% | $5,851+70.0% |
| Admin fee / account holder | $319 | $12,125-97.4% | $10,264-96.9% | $11,599-97.2% |