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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 | $15,590 | $227,399-93.1% | $189,758-91.8% | $198,609-92.2% |
| Participation rate | 71.4% | 84.0%-12.6pp | 79.8%-8.4pp | 82.4%-10.9pp |
| Annual return | 18.99% | 61.03%-42.0pp | 52.62%-33.6pp | 202.70%-183.7pp |
| Employer contribution / active EE | $1,397 | $5,526-74.7% | $4,767-70.7% | $5,055-72.4% |
| Participant deferral / active EE | $3,768 | $6,837-44.9% | $5,856-35.6% | $6,977-46.0% |
| Admin fee / account holder | $1,529 | $25,162-93.9% | $20,388-92.5% | $19,030-92.0% |