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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 | $13,936 | $185,883-92.5% | $170,043-91.8% | $139,466-90.0% |
| Participation rate | 91.3% | 87.8%+3.5pp | 87.0%+4.3pp | 80.3%+11.0pp |
| Annual return | 23.15% | 60.54%-37.4pp | 53.40%-30.3pp | 373.66%-350.5pp |
| Employer contribution / active EE | $0 | $7,596-100.0% | $6,790-100.0% | $4,754-100.0% |
| Participant deferral / active EE | $8,366 | $11,626-28.0% | $10,410-19.6% | $6,712+24.7% |
| Admin fee / account holder | $1,845 | $15,393-88.0% | $12,824-85.6% | $11,409-83.8% |