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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 | $12,626 | $165,381-92.4% | $149,730-91.6% | $158,966-92.1% |
| Participation rate | 83.3% | 84.6%-1.2pp | 82.5%+0.9pp | 82.0%+1.4pp |
| Annual return | 47.15% | 348.29%-301.1pp | 276.70%-229.6pp | 302.95%-255.8pp |
| Employer contribution / active EE | $0 | $5,104-100.0% | $4,645-100.0% | $4,762-100.0% |
| Participant deferral / active EE | $10,106 | $7,182+40.7% | $6,843+47.7% | $5,983+68.9% |
| Admin fee / account holder | $9,057 | $10,809-16.2% | $9,310-2.7% | $11,250-19.5% |