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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 | $17,612 | $198,457-91.1% | $170,435-89.7% | $147,586-88.1% |
| Participation rate | 100.0% | 88.0%+12.0pp | 83.6%+16.4pp | 82.8%+17.2pp |
| Annual return | 16.07% | 257.30%-241.2pp | 205.94%-189.9pp | 578.59%-562.5pp |
| Employer contribution / active EE | $0 | $6,183-100.0% | $5,432-100.0% | $4,876-100.0% |
| Participant deferral / active EE | $2,751 | $5,629-51.1% | $4,939-44.3% | $5,439-49.4% |
| Admin fee / account holder | $3,597 | $16,852-78.7% | $13,881-74.1% | $10,886-67.0% |