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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 | $12,898 | $165,399-92.2% | $149,745-91.4% | $158,982-91.9% |
| Participation rate | 75.0% | 84.6%-9.6pp | 82.5%-7.5pp | 82.0%-7.0pp |
| Annual return | 39.04% | 348.34%-309.3pp | 276.72%-237.7pp | 302.99%-263.9pp |
| Employer contribution / active EE | $0 | $5,105-100.0% | $4,646-100.0% | $4,763-100.0% |
| Participant deferral / active EE | $3,389 | $7,183-52.8% | $6,843-50.5% | $5,983-43.4% |
| Admin fee / account holder | $2,824 | $10,811-73.9% | $9,312-69.7% | $11,252-74.9% |