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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 | $12,361 | $148,582-91.7% | $135,942-90.9% | $139,456-91.1% |
| Participation rate | 75.0% | 83.9%-8.9pp | 81.9%-6.9pp | 80.3%-5.3pp |
| Annual return | 16.86% | 79.26%-62.4pp | 68.28%-51.4pp | 373.45%-356.6pp |
| Employer contribution / active EE | $0 | $5,245-100.0% | $4,858-100.0% | $4,753-100.0% |
| Participant deferral / active EE | $6,780 | $8,101-16.3% | $7,759-12.6% | $6,711+1.0% |
| Admin fee / account holder | $473 | $12,402-96.2% | $10,764-95.6% | $11,407-95.9% |