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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 | $15,331 | $157,296-90.3% | $141,191-89.1% | $152,897-90.0% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.5%+17.5pp |
| Annual return | 14.62% | 64.34%-49.7pp | 71.41%-56.8pp | 345.43%-330.8pp |
| Employer contribution / active EE | $0 | $5,262-100.0% | $4,736-100.0% | $4,764-100.0% |
| Participant deferral / active EE | $8,084 | $7,111+13.7% | $6,710+20.5% | $5,851+38.2% |
| Admin fee / account holder | $17,039 | $12,125+40.5% | $10,264+66.0% | $11,599+46.9% |