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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 | $12,986 | $183,627-92.9% | $155,602-91.7% | $145,978-91.1% |
| Participation rate | 91.3% | 82.7%+8.6pp | 78.2%+13.1pp | 80.3%+11.0pp |
| Annual return | 14.96% | 61.32%-46.4pp | 64.81%-49.9pp | 550.52%-535.6pp |
| Employer contribution / active EE | $0 | $5,316-100.0% | $4,675-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $3,800 | $6,466-41.2% | $5,629-32.5% | $6,690-43.2% |
| Admin fee / account holder | $973 | $19,327-95.0% | $15,923-93.9% | $13,400-92.7% |