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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 | $10,843 | $154,228-93.0% | $145,433-92.5% | $137,256-92.1% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 41.73% | 74.59%-32.9pp | 66.58%-24.8pp | 220.34%-178.6pp |
| Employer contribution / active EE | $0 | $4,804-100.0% | $4,554-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $15,135 | $8,216+84.2% | $7,897+91.6% | $6,407+136.2% |
| Admin fee / account holder | $2,387 | $14,344-83.4% | $13,129-81.8% | $12,270-80.5% |