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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 | $12,541 | $211,105-94.1% | $178,449-93.0% | $145,978-91.4% |
| Participation rate | 91.7% | 80.8%+10.9pp | 77.1%+14.6pp | 80.3%+11.4pp |
| Annual return | 12.73% | 30.19%-17.5pp | 27.09%-14.4pp | 550.52%-537.8pp |
| Employer contribution / active EE | $0 | $4,569-100.0% | $3,951-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $4,483 | $6,959-35.6% | $6,277-28.6% | $6,690-33.0% |
| Admin fee / account holder | $559 | $12,017-95.3% | $10,362-94.6% | $13,400-95.8% |