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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 | $12,912 | $160,040-91.9% | $147,096-91.2% | $145,877-91.1% |
| Participation rate | 75.0% | 84.0%-9.0pp | 82.2%-7.2pp | 80.3%-5.3pp |
| Annual return | 23.71% | 98.49%-74.8pp | 419.75%-396.0pp | 551.28%-527.6pp |
| Employer contribution / active EE | $0 | $5,289-100.0% | $4,936-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $9,173 | $8,429+8.8% | $8,071+13.6% | $6,691+37.1% |
| Admin fee / account holder | $660 | $15,050-95.6% | $13,005-94.9% | $13,402-95.1% |