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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 | $154,228-92.9% | $145,433-92.5% | $137,256-92.0% |
| Participation rate | 90.0% | 83.8%+6.2pp | 82.1%+7.9pp | 80.0%+10.0pp |
| Annual return | 35.66% | 74.59%-38.9pp | 66.58%-30.9pp | 220.34%-184.7pp |
| Employer contribution / active EE | $0 | $4,804-100.0% | $4,554-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $10,861 | $8,216+32.2% | $7,897+37.5% | $6,407+69.5% |
| Admin fee / account holder | $3,989 | $14,344-72.2% | $13,129-69.6% | $12,270-67.5% |