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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 | $12,177 | $107,941-88.7% | $91,994-86.8% | $152,897-92.0% |
| Participation rate | 80.0% | 81.2%-1.2pp | 78.6%+1.4pp | 82.5%-2.5pp |
| Annual return | 18.40% | 89.28%-70.9pp | 69.04%-50.6pp | 345.43%-327.0pp |
| Employer contribution / active EE | $0 | $4,212-100.0% | $3,453-100.0% | $4,764-100.0% |
| Participant deferral / active EE | $3,929 | $6,366-38.3% | $5,924-33.7% | $5,851-32.8% |
| Admin fee / account holder | $11,317 | $10,521+7.6% | $7,744+46.1% | $11,599-2.4% |