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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 | $17,404 | $157,304-88.9% | $141,197-87.7% | $152,909-88.6% |
| Participation rate | 71.4% | 84.8%-13.4pp | 82.5%-11.0pp | 82.5%-11.0pp |
| Annual return | 27.70% | 64.34%-36.6pp | 71.41%-43.7pp | 345.46%-317.8pp |
| Employer contribution / active EE | $0 | $5,263-100.0% | $4,736-100.0% | $4,764-100.0% |
| Participant deferral / active EE | $3,655 | $7,111-48.6% | $6,710-45.5% | $5,851-37.5% |
| Admin fee / account holder | $496 | $12,126-95.9% | $10,265-95.2% | $11,601-95.7% |