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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 | $10,594 | $155,555-93.2% | $146,866-92.8% | $155,188-93.2% |
| Participation rate | 70.0% | 84.0%-14.0pp | 82.5%-12.5pp | 80.8%-10.8pp |
| Annual return | 16.35% | 115.41%-99.1pp | 102.85%-86.5pp | 148.84%-132.5pp |
| Employer contribution / active EE | $0 | $4,647-100.0% | $4,425-100.0% | $4,248-100.0% |
| Participant deferral / active EE | $4,258 | $8,044-47.1% | $7,759-45.1% | $6,531-34.8% |
| Admin fee / account holder | $1,994 | $14,755-86.5% | $13,620-85.4% | $14,480-86.2% |