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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 | $18,301 | $154,193-88.1% | $130,045-85.9% | $139,466-86.9% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.5%+21.5pp | 80.3%+19.7pp |
| Annual return | 34.93% | 32.51%+2.4pp | -137.30%+172.2pp | 373.66%-338.7pp |
| Employer contribution / active EE | $0 | $5,292-100.0% | $4,321-100.0% | $4,754-100.0% |
| Participant deferral / active EE | $13,347 | $6,709+99.0% | $5,820+129.3% | $6,712+98.9% |
| Admin fee / account holder | $548 | $13,989-96.1% | $10,600-94.8% | $11,409-95.2% |