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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 | $12,969 | $181,062-92.8% | $158,223-91.8% | $155,188-91.6% |
| Participation rate | 77.8% | 82.7%-4.9pp | 79.2%-1.4pp | 80.8%-3.0pp |
| Annual return | 12.94% | 57.39%-44.4pp | 52.09%-39.1pp | 148.84%-135.9pp |
| Employer contribution / active EE | $0 | $4,565-100.0% | $4,109-100.0% | $4,248-100.0% |
| Participant deferral / active EE | $3,919 | $6,134-36.1% | $5,467-28.3% | $6,531-40.0% |
| Admin fee / account holder | $3,133 | $18,825-83.4% | $16,047-80.5% | $14,480-78.4% |