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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 | $12,760 | $134,817-90.5% | $123,973-89.7% | $155,188-91.8% |
| Participation rate | 75.0% | 79.4%-4.4pp | 76.7%-1.7pp | 80.8%-5.8pp |
| Annual return | 32.18% | 515.49%-483.3pp | 388.13%-355.9pp | 148.84%-116.7pp |
| Employer contribution / active EE | $0 | $4,425-100.0% | $4,126-100.0% | $4,248-100.0% |
| Participant deferral / active EE | $9,728 | $5,706+70.5% | $5,247+85.4% | $6,531+49.0% |
| Admin fee / account holder | $2,245 | $13,245-83.1% | $11,799-81.0% | $14,480-84.5% |