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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 | $15,130 | $165,381-90.9% | $149,730-89.9% | $158,966-90.5% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 29.04% | 348.29%-319.3pp | 276.70%-247.7pp | 302.95%-273.9pp |
| Employer contribution / active EE | $0 | $5,104-100.0% | $4,645-100.0% | $4,762-100.0% |
| Participant deferral / active EE | $10,221 | $7,182+42.3% | $6,843+49.4% | $5,983+70.8% |
| Admin fee / account holder | $2,650 | $10,809-75.5% | $9,310-71.5% | $11,250-76.4% |