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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 | $15,823 | $160,070-90.1% | $147,117-89.2% | $145,897-89.2% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 58.21% | 98.69%-40.5pp | 420.54%-362.3pp | 552.29%-494.1pp |
| Employer contribution / active EE | $0 | $5,285-100.0% | $4,932-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $9,578 | $8,419+13.8% | $8,065+18.8% | $6,689+43.2% |
| Admin fee / account holder | $18,604 | $15,035+23.7% | $12,993+43.2% | $13,390+38.9% |