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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 | $16,362 | $160,028-89.8% | $147,080-88.9% | $145,884-88.8% |
| Participation rate | 87.5% | 84.0%+3.5pp | 82.2%+5.3pp | 80.3%+7.2pp |
| Annual return | 13.52% | 98.60%-85.1pp | 420.17%-406.6pp | 551.85%-538.3pp |
| Employer contribution / active EE | $0 | $5,286-100.0% | $4,933-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $4,307 | $8,422-48.9% | $8,066-46.6% | $6,690-35.6% |
| Admin fee / account holder | $978 | $15,030-93.5% | $12,989-92.5% | $13,392-92.7% |