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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 | $117,846-88.0% | $102,434-86.2% | $145,884-90.3% |
| Participation rate | 83.3% | 78.6%+4.7pp | 76.5%+6.8pp | 80.3%+3.0pp |
| Annual return | 14.39% | 31.90%-17.5pp | 29.46%-15.1pp | 551.85%-537.5pp |
| Employer contribution / active EE | $0 | $3,615-100.0% | $3,023-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $14,965 | $5,733+161.0% | $5,055+196.0% | $6,690+123.7% |
| Admin fee / account holder | $15,748 | $13,356+17.9% | $9,462+66.4% | $13,392+17.6% |