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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 | $14,747 | $162,136-90.9% | $152,301-90.3% | $154,746-90.5% |
| Participation rate | 83.3% | 84.1%-0.8pp | 82.4%+0.9pp | 80.7%+2.6pp |
| Annual return | 30.07% | 91.02%-60.9pp | 80.50%-50.4pp | 172.34%-142.3pp |
| Employer contribution / active EE | $0 | $4,890-100.0% | $4,624-100.0% | $4,379-100.0% |
| Participant deferral / active EE | $15,326 | $8,341+83.7% | $8,004+91.5% | $6,730+127.7% |
| Admin fee / account holder | $3,158 | $15,759-80.0% | $14,398-78.1% | $14,365-78.0% |