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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 | $132,634-89.2% | $115,768-87.6% | $137,256-89.6% |
| Participation rate | 73.9% | 77.9%-4.0pp | 74.4%-0.5pp | 80.0%-6.0pp |
| Annual return | 17.36% | 160.70%-143.3pp | 100.46%-83.1pp | 220.34%-203.0pp |
| Employer contribution / active EE | $0 | $3,360-100.0% | $2,940-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $3,921 | $5,619-30.2% | $4,917-20.2% | $6,407-38.8% |
| Admin fee / account holder | $1,105 | $15,028-92.6% | $12,439-91.1% | $12,270-91.0% |