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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 | $14,339 | $139,948-89.8% | $121,663-88.2% | $154,746-90.7% |
| Participation rate | 73.9% | 78.0%-4.1pp | 74.5%-0.6pp | 80.7%-6.8pp |
| Annual return | 17.36% | 230.52%-213.2pp | 147.54%-130.2pp | 172.34%-155.0pp |
| Employer contribution / active EE | $0 | $3,521-100.0% | $3,020-100.0% | $4,379-100.0% |
| Participant deferral / active EE | $3,921 | $5,629-30.3% | $4,887-19.8% | $6,730-41.7% |
| Admin fee / account holder | $1,105 | $17,321-93.6% | $14,289-92.3% | $14,365-92.3% |