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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 | $10,004 | $148,623-93.3% | $135,974-92.6% | $139,466-92.8% |
| Participation rate | 75.0% | 83.9%-8.9pp | 81.9%-6.9pp | 80.3%-5.3pp |
| Annual return | 23.64% | 79.30%-55.7pp | 68.30%-44.7pp | 373.66%-350.0pp |
| Employer contribution / active EE | $0 | $5,246-100.0% | $4,859-100.0% | $4,754-100.0% |
| Participant deferral / active EE | $6,194 | $8,103-23.6% | $7,760-20.2% | $6,712-7.7% |
| Admin fee / account holder | $425 | $12,406-96.6% | $10,767-96.1% | $11,409-96.3% |