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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 | $12,453 | $148,582-91.6% | $135,942-90.8% | $139,456-91.1% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 16.93% | 79.26%-62.3pp | 68.28%-51.4pp | 373.45%-356.5pp |
| Employer contribution / active EE | $0 | $5,245-100.0% | $4,858-100.0% | $4,753-100.0% |
| Participant deferral / active EE | $21,348 | $8,101+163.5% | $7,759+175.1% | $6,711+218.1% |
| Admin fee / account holder | $6,898 | $12,402-44.4% | $10,764-35.9% | $11,407-39.5% |