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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 | $14,881 | $185,856-92.0% | $170,028-91.2% | $139,456-89.3% |
| Participation rate | 80.0% | 87.8%-7.8pp | 87.0%-7.0pp | 80.3%-0.3pp |
| Annual return | 26.37% | 60.52%-34.2pp | 53.39%-27.0pp | 373.45%-347.1pp |
| Employer contribution / active EE | $0 | $7,593-100.0% | $6,788-100.0% | $4,753-100.0% |
| Participant deferral / active EE | $22,825 | $11,623+96.4% | $10,409+119.3% | $6,711+240.1% |
| Admin fee / account holder | $1,718 | $15,387-88.8% | $12,820-86.6% | $11,407-84.9% |