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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 | $14,124 | $117,895-88.0% | $102,460-86.2% | $145,897-90.3% |
| Participation rate | 83.3% | 78.6%+4.7pp | 76.5%+6.8pp | 80.3%+3.0pp |
| Annual return | 14.39% | 31.92%-17.5pp | 29.47%-15.1pp | 552.29%-537.9pp |
| Employer contribution / active EE | $0 | $3,619-100.0% | $3,025-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $14,965 | $5,736+160.9% | $5,056+196.0% | $6,689+123.7% |
| Admin fee / account holder | $15,748 | $13,353+17.9% | $9,460+66.5% | $13,390+17.6% |