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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 | $11,057 | $142,354-92.2% | $125,529-91.2% | $155,188-92.9% |
| Participation rate | 73.3% | 78.1%-4.7pp | 74.7%-1.4pp | 80.8%-7.5pp |
| Annual return | 229.43% | 306.06%-76.6pp | 202.56%+26.9pp | 148.84%+80.6pp |
| Employer contribution / active EE | $0 | $3,501-100.0% | $3,058-100.0% | $4,248-100.0% |
| Participant deferral / active EE | $4,286 | $5,491-22.0% | $4,813-11.0% | $6,531-34.4% |
| Admin fee / account holder | $780 | $19,392-96.0% | $16,298-95.2% | $14,480-94.6% |