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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 | $10,737 | $107,666-90.0% | $102,184-89.5% | $154,746-93.1% |
| Participation rate | 76.9% | 83.7%-6.8pp | 82.6%-5.7pp | 80.7%-3.8pp |
| Annual return | 14.55% | 29.33%-14.8pp | 31.58%-17.0pp | 172.34%-157.8pp |
| Employer contribution / active EE | $0 | $3,846-100.0% | $3,594-100.0% | $4,379-100.0% |
| Participant deferral / active EE | $4,918 | $8,719-43.6% | $8,309-40.8% | $6,730-26.9% |
| Admin fee / account holder | $1,510 | $12,943-88.3% | $11,609-87.0% | $14,365-89.5% |