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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 | $13,622 | $160,070-91.5% | $147,117-90.7% | $145,897-90.7% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 23.39% | 98.69%-75.3pp | 420.54%-397.1pp | 552.29%-528.9pp |
| Employer contribution / active EE | $0 | $5,285-100.0% | $4,932-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $11,705 | $8,419+39.0% | $8,065+45.1% | $6,689+75.0% |
| Admin fee / account holder | $7,853 | $15,035-47.8% | $12,993-39.6% | $13,390-41.3% |