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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 | $12,365 | $84,149-85.3% | $76,080-83.7% | $167,518-92.6% |
| Participation rate | 92.9% | 84.9%+8.0pp | 79.4%+13.4pp | 82.1%+10.7pp |
| Annual return | 18.51% | 54.99%-36.5pp | 42.50%-24.0pp | 478.71%-460.2pp |
| Employer contribution / active EE | $0 | $4,618-100.0% | $3,962-100.0% | $4,838-100.0% |
| Participant deferral / active EE | $6,280 | $5,796+8.3% | $4,905+28.0% | $6,342-1.0% |
| Admin fee / account holder | $1,055 | $6,410-83.5% | $4,883-78.4% | $12,312-91.4% |