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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 | $12,767 | $162,136-92.1% | $152,301-91.6% | $154,746-91.7% |
| Participation rate | 95.2% | 84.1%+11.1pp | 82.4%+12.8pp | 80.7%+14.5pp |
| Annual return | 22.50% | 91.02%-68.5pp | 80.50%-58.0pp | 172.34%-149.8pp |
| Employer contribution / active EE | $0 | $4,890-100.0% | $4,624-100.0% | $4,379-100.0% |
| Participant deferral / active EE | $6,224 | $8,341-25.4% | $8,004-22.2% | $6,730-7.5% |
| Admin fee / account holder | $582 | $15,759-96.3% | $14,398-96.0% | $14,365-96.0% |