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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 | $185,312-93.0% | $161,489-92.0% | $154,746-91.6% |
| Participation rate | 77.8% | 82.5%-4.7pp | 78.7%-0.9pp | 80.7%-2.9pp |
| Annual return | 12.94% | 103.84%-90.9pp | 89.72%-76.8pp | 172.34%-159.4pp |
| Employer contribution / active EE | $0 | $4,769-100.0% | $4,268-100.0% | $4,379-100.0% |
| Participant deferral / active EE | $3,919 | $6,350-38.3% | $5,630-30.4% | $6,730-41.8% |
| Admin fee / account holder | $3,133 | $18,654-83.2% | $16,006-80.4% | $14,365-78.2% |