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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 | $15,807 | $148,623-89.4% | $135,974-88.4% | $139,466-88.7% |
| Participation rate | 89.5% | 83.9%+5.6pp | 81.9%+7.6pp | 80.3%+9.1pp |
| Annual return | 23.88% | 79.30%-55.4pp | 68.30%-44.4pp | 373.66%-349.8pp |
| Employer contribution / active EE | $0 | $5,246-100.0% | $4,859-100.0% | $4,754-100.0% |
| Participant deferral / active EE | $10,560 | $8,103+30.3% | $7,760+36.1% | $6,712+57.3% |
| Admin fee / account holder | $2,943 | $12,406-76.3% | $10,767-72.7% | $11,409-74.2% |