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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 | $13,220 | $167,522-92.1% | $151,639-91.3% | $134,532-90.2% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.5%+12.5pp | 81.2%+18.8pp |
| Annual return | 60.22% | 7.81%+52.4pp | 3.34%+56.9pp | 418.27%-358.0pp |
| Employer contribution / active EE | $0 | $6,828-100.0% | $6,165-100.0% | $4,741-100.0% |
| Participant deferral / active EE | $9,787 | $8,986+8.9% | $8,363+17.0% | $6,401+52.9% |
| Admin fee / account holder | $2,911 | $13,780-78.9% | $11,613-74.9% | $11,429-74.5% |