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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 | $9,783 | $156,398-93.7% | $147,318-93.4% | $138,895-93.0% |
| Participation rate | 92.9% | 83.8%+9.1pp | 82.1%+10.8pp | 79.9%+12.9pp |
| Annual return | 22.99% | 78.75%-55.8pp | 70.43%-47.4pp | 145.39%-122.4pp |
| Employer contribution / active EE | $0 | $4,853-100.0% | $4,593-100.0% | $4,194-100.0% |
| Participant deferral / active EE | $8,912 | $8,237+8.2% | $7,906+12.7% | $6,396+39.3% |
| Admin fee / account holder | $3,254 | $14,976-78.3% | $13,708-76.3% | $12,562-74.1% |