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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 | $11,602 | $211,224-94.5% | $178,505-93.5% | $145,897-92.0% |
| Participation rate | 75.0% | 80.8%-5.8pp | 77.1%-2.1pp | 80.3%-5.3pp |
| Annual return | 9.05% | 30.28%-21.2pp | 27.16%-18.1pp | 552.29%-543.2pp |
| Employer contribution / active EE | $0 | $4,577-100.0% | $3,955-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $1,495 | $6,966-78.5% | $6,280-76.2% | $6,689-77.6% |
| Admin fee / account holder | $3,050 | $12,109-74.8% | $10,428-70.7% | $13,390-77.2% |