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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 | $139,948-92.1% | $121,663-90.9% | $154,746-92.9% |
| Participation rate | 73.3% | 78.0%-4.7pp | 74.5%-1.2pp | 80.7%-7.4pp |
| Annual return | 229.43% | 230.52%-1.1pp | 147.54%+81.9pp | 172.34%+57.1pp |
| Employer contribution / active EE | $0 | $3,521-100.0% | $3,020-100.0% | $4,379-100.0% |
| Participant deferral / active EE | $4,286 | $5,629-23.9% | $4,887-12.3% | $6,730-36.3% |
| Admin fee / account holder | $780 | $17,321-95.5% | $14,289-94.5% | $14,365-94.6% |