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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 | $10,588 | $198,462-94.7% | $170,439-93.8% | $147,585-92.8% |
| Participation rate | 100.0% | 88.0%+12.0pp | 83.6%+16.4pp | 82.8%+17.2pp |
| Annual return | 15.08% | 257.30%-242.2pp | 205.94%-190.9pp | 578.58%-563.5pp |
| Employer contribution / active EE | $0 | $6,184-100.0% | $5,433-100.0% | $4,876-100.0% |
| Participant deferral / active EE | $2,798 | $5,629-50.3% | $4,939-43.3% | $5,439-48.5% |
| Admin fee / account holder | $882 | $16,852-94.8% | $13,881-93.6% | $10,886-91.9% |