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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 | $14,699 | $154,228-90.5% | $145,433-89.9% | $137,256-89.3% |
| Participation rate | 84.6% | 83.8%+0.8pp | 82.1%+2.5pp | 80.0%+4.7pp |
| Annual return | 46.65% | 74.59%-27.9pp | 66.58%-19.9pp | 220.34%-173.7pp |
| Employer contribution / active EE | $0 | $4,804-100.0% | $4,554-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $13,184 | $8,216+60.5% | $7,897+66.9% | $6,407+105.8% |
| Admin fee / account holder | $380 | $14,344-97.4% | $13,129-97.1% | $12,270-96.9% |