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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 | $10,157 | $156,398-93.5% | $147,318-93.1% | $138,895-92.7% |
| Participation rate | 93.3% | 83.8%+9.6pp | 82.1%+11.3pp | 79.9%+13.4pp |
| Annual return | 29.37% | 78.75%-49.4pp | 70.43%-41.1pp | 145.39%-116.0pp |
| Employer contribution / active EE | $0 | $4,853-100.0% | $4,593-100.0% | $4,194-100.0% |
| Participant deferral / active EE | $2,839 | $8,237-65.5% | $7,906-64.1% | $6,396-55.6% |
| Admin fee / account holder | $319 | $14,976-97.9% | $13,708-97.7% | $12,562-97.5% |