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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 | $20,930 | $157,296-86.7% | $141,191-85.2% | $152,897-86.3% |
| Participation rate | 76.9% | 84.8%-7.9pp | 82.5%-5.6pp | 82.5%-5.5pp |
| Annual return | 18.66% | 64.34%-45.7pp | 71.41%-52.7pp | 345.43%-326.8pp |
| Employer contribution / active EE | $0 | $5,262-100.0% | $4,736-100.0% | $4,764-100.0% |
| Participant deferral / active EE | $2,630 | $7,111-63.0% | $6,710-60.8% | $5,851-55.1% |
| Admin fee / account holder | $3,190 | $12,125-73.7% | $10,264-68.9% | $11,599-72.5% |