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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 | $18,395 | $167,533-89.0% | $151,645-87.9% | $134,545-86.3% |
| Participation rate | 94.7% | 88.4%+6.4pp | 87.5%+7.2pp | 81.2%+13.5pp |
| Annual return | 74.50% | 7.81%+66.7pp | 3.34%+71.2pp | 418.37%-343.9pp |
| Employer contribution / active EE | $0 | $6,828-100.0% | $6,165-100.0% | $4,742-100.0% |
| Participant deferral / active EE | $17,237 | $8,985+91.8% | $8,363+106.1% | $6,401+169.3% |
| Admin fee / account holder | $1,907 | $13,781-86.2% | $11,614-83.6% | $11,431-83.3% |