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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 | $12,062 | $167,353-92.8% | $143,797-91.6% | $134,545-91.0% |
| Participation rate | 87.5% | 84.8%+2.7pp | 80.3%+7.2pp | 81.2%+6.3pp |
| Annual return | 21.66% | 0.48%+21.2pp | -0.04%+21.7pp | 418.37%-396.7pp |
| Employer contribution / active EE | $0 | $5,620-100.0% | $4,952-100.0% | $4,742-100.0% |
| Participant deferral / active EE | $4,581 | $6,447-28.9% | $5,638-18.8% | $6,401-28.4% |
| Admin fee / account holder | $5,799 | $18,096-68.0% | $14,679-60.5% | $11,431-49.3% |