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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 | $12,620 | $175,257-92.8% | $149,717-91.6% | $139,456-91.0% |
| Participation rate | 90.0% | 83.4%+6.6pp | 78.8%+11.2pp | 80.3%+9.7pp |
| Annual return | 52.62% | 166.70%-114.1pp | 134.41%-81.8pp | 373.45%-320.8pp |
| Employer contribution / active EE | $0 | $5,477-100.0% | $4,820-100.0% | $4,753-100.0% |
| Participant deferral / active EE | $6,994 | $6,521+7.3% | $5,682+23.1% | $6,711+4.2% |
| Admin fee / account holder | $645 | $16,156-96.0% | $13,213-95.1% | $11,407-94.3% |