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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 | $11,065 | $159,978-93.1% | $147,041-92.5% | $145,978-92.4% |
| Participation rate | 77.8% | 84.0%-6.2pp | 82.2%-4.4pp | 80.3%-2.5pp |
| Annual return | 12.25% | 98.36%-86.1pp | 419.21%-407.0pp | 550.52%-538.3pp |
| Employer contribution / active EE | $0 | $5,288-100.0% | $4,935-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $8,971 | $8,429+6.4% | $8,071+11.2% | $6,690+34.1% |
| Admin fee / account holder | $3,512 | $15,053-76.7% | $13,006-73.0% | $13,400-73.8% |