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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 | $15,909 | $175,257-90.9% | $149,717-89.4% | $139,456-88.6% |
| Participation rate | 78.6% | 83.4%-4.8pp | 78.8%-0.2pp | 80.3%-1.8pp |
| Annual return | 19.41% | 166.70%-147.3pp | 134.41%-115.0pp | 373.45%-354.0pp |
| Employer contribution / active EE | $0 | $5,477-100.0% | $4,820-100.0% | $4,753-100.0% |
| Participant deferral / active EE | $7,439 | $6,521+14.1% | $5,682+30.9% | $6,711+10.8% |
| Admin fee / account holder | $5,634 | $16,156-65.1% | $13,213-57.4% | $11,407-50.6% |