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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 | $162,136-92.0% | $152,301-91.5% | $154,746-91.6% |
| Participation rate | 88.9% | 84.1%+4.8pp | 82.4%+6.4pp | 80.7%+8.2pp |
| Annual return | 48.72% | 91.02%-42.3pp | 80.50%-31.8pp | 172.34%-123.6pp |
| Employer contribution / active EE | $0 | $4,890-100.0% | $4,624-100.0% | $4,379-100.0% |
| Participant deferral / active EE | $17,710 | $8,341+112.3% | $8,004+121.3% | $6,730+163.1% |
| Admin fee / account holder | $11,966 | $15,759-24.1% | $14,398-16.9% | $14,365-16.7% |