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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 | $19,363 | $162,812-88.1% | $133,971-85.5% | $158,966-87.8% |
| Participation rate | 72.2% | 83.2%-11.0pp | 79.8%-7.6pp | 82.0%-9.7pp |
| Annual return | 13.12% | 41.94%-28.8pp | 45.09%-32.0pp | 302.95%-289.8pp |
| Employer contribution / active EE | $0 | $4,976-100.0% | $3,919-100.0% | $4,762-100.0% |
| Participant deferral / active EE | $2,259 | $5,910-61.8% | $5,047-55.3% | $5,983-62.3% |
| Admin fee / account holder | $6,057 | $11,741-48.4% | $8,929-32.2% | $11,250-46.2% |