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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 | $15,003 | $154,228-90.3% | $145,433-89.7% | $137,256-89.1% |
| Participation rate | 92.9% | 83.8%+9.1pp | 82.1%+10.7pp | 80.0%+12.9pp |
| Annual return | 74.29% | 74.59%-0.3pp | 66.58%+7.7pp | 220.34%-146.0pp |
| Employer contribution / active EE | $0 | $4,804-100.0% | $4,554-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $7,188 | $8,216-12.5% | $7,897-9.0% | $6,407+12.2% |
| Admin fee / account holder | $750 | $14,344-94.8% | $13,129-94.3% | $12,270-93.9% |