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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 | $12,651 | $185,312-93.2% | $161,489-92.2% | $154,746-91.8% |
| Participation rate | 83.3% | 82.5%+0.9pp | 78.7%+4.6pp | 80.7%+2.6pp |
| Annual return | 10.46% | 103.84%-93.4pp | 89.72%-79.3pp | 172.34%-161.9pp |
| Employer contribution / active EE | $0 | $4,769-100.0% | $4,268-100.0% | $4,379-100.0% |
| Participant deferral / active EE | $5,456 | $6,350-14.1% | $5,630-3.1% | $6,730-18.9% |
| Admin fee / account holder | $3,786 | $18,654-79.7% | $16,006-76.3% | $14,365-73.6% |