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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 | $18,850 | $196,972-90.4% | $182,262-89.7% | $198,609-90.5% |
| Participation rate | 100.0% | 85.7%+14.3pp | 84.2%+15.8pp | 82.4%+17.6pp |
| Annual return | 17.15% | 158.27%-141.1pp | 140.60%-123.4pp | 202.70%-185.5pp |
| Employer contribution / active EE | $0 | $5,364-100.0% | $5,046-100.0% | $5,055-100.0% |
| Participant deferral / active EE | $11,665 | $8,643+35.0% | $8,276+40.9% | $6,977+67.2% |
| Admin fee / account holder | $4,771 | $18,429-74.1% | $16,712-71.4% | $19,030-74.9% |