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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 | $13,955 | $185,883-92.5% | $170,043-91.8% | $139,466-90.0% |
| Participation rate | 75.0% | 87.8%-12.8pp | 87.0%-12.0pp | 80.3%-5.3pp |
| Annual return | 19.62% | 60.54%-40.9pp | 53.40%-33.8pp | 373.66%-354.0pp |
| Employer contribution / active EE | $0 | $7,596-100.0% | $6,790-100.0% | $4,754-100.0% |
| Participant deferral / active EE | $22,361 | $11,626+92.3% | $10,410+114.8% | $6,712+233.2% |
| Admin fee / account holder | $12,102 | $15,393-21.4% | $12,824-5.6% | $11,409+6.1% |