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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 | $12,985 | $155,555-91.7% | $146,866-91.2% | $155,188-91.6% |
| Participation rate | 88.9% | 84.0%+4.9pp | 82.5%+6.4pp | 80.8%+8.1pp |
| Annual return | 48.72% | 115.41%-66.7pp | 102.85%-54.1pp | 148.84%-100.1pp |
| Employer contribution / active EE | $0 | $4,647-100.0% | $4,425-100.0% | $4,248-100.0% |
| Participant deferral / active EE | $17,710 | $8,044+120.2% | $7,759+128.2% | $6,531+171.2% |
| Admin fee / account holder | $11,966 | $14,755-18.9% | $13,620-12.1% | $14,480-17.4% |