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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 | $16,366 | $183,539-91.1% | $155,556-89.5% | $145,897-88.8% |
| Participation rate | 90.0% | 82.7%+7.3pp | 78.2%+11.8pp | 80.3%+9.7pp |
| Annual return | 11.63% | 61.31%-49.7pp | 64.84%-53.2pp | 552.29%-540.7pp |
| Employer contribution / active EE | $0 | $5,315-100.0% | $4,675-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $5,529 | $6,467-14.5% | $5,631-1.8% | $6,689-17.4% |
| Admin fee / account holder | $4,634 | $19,275-76.0% | $15,885-70.8% | $13,390-65.4% |