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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 | $11,239 | $217,432-94.8% | $185,849-94.0% | $167,536-93.3% |
| Participation rate | 95.0% | 86.1%+8.9pp | 81.7%+13.3pp | 82.1%+12.9pp |
| Annual return | 11.98% | 148.42%-136.4pp | 122.10%-110.1pp | 478.82%-466.8pp |
| Employer contribution / active EE | $0 | $5,875-100.0% | $5,169-100.0% | $4,839-100.0% |
| Participant deferral / active EE | $2,420 | $6,357-61.9% | $5,569-56.5% | $6,342-61.8% |
| Admin fee / account holder | $4,266 | $19,818-78.5% | $16,244-73.7% | $12,315-65.4% |