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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 | $13,367 | $196,972-93.2% | $182,262-92.7% | $198,609-93.3% |
| Participation rate | 100.0% | 85.7%+14.3pp | 84.2%+15.8pp | 82.4%+17.6pp |
| Annual return | 13.74% | 158.27%-144.5pp | 140.60%-126.9pp | 202.70%-189.0pp |
| Employer contribution / active EE | $0 | $5,364-100.0% | $5,046-100.0% | $5,055-100.0% |
| Participant deferral / active EE | $4,618 | $8,643-46.6% | $8,276-44.2% | $6,977-33.8% |
| Admin fee / account holder | $691 | $18,429-96.2% | $16,712-95.9% | $19,030-96.4% |