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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 | $10,928 | $155,555-93.0% | $146,866-92.6% | $155,188-93.0% |
| Participation rate | 90.0% | 84.0%+6.0pp | 82.5%+7.5pp | 80.8%+9.2pp |
| Annual return | 35.66% | 115.41%-79.8pp | 102.85%-67.2pp | 148.84%-113.2pp |
| Employer contribution / active EE | $0 | $4,647-100.0% | $4,425-100.0% | $4,248-100.0% |
| Participant deferral / active EE | $10,861 | $8,044+35.0% | $7,759+40.0% | $6,531+66.3% |
| Admin fee / account holder | $3,989 | $14,755-73.0% | $13,620-70.7% | $14,480-72.5% |