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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 | $13,650 | $107,941-87.4% | $91,994-85.2% | $152,909-91.1% |
| Participation rate | 75.0% | 81.2%-6.2pp | 78.6%-3.6pp | 82.5%-7.5pp |
| Annual return | 30.55% | 89.28%-58.7pp | 69.04%-38.5pp | 345.46%-314.9pp |
| Employer contribution / active EE | $0 | $4,212-100.0% | $3,453-100.0% | $4,764-100.0% |
| Participant deferral / active EE | $5,959 | $6,366-6.4% | $5,924+0.6% | $5,851+1.8% |
| Admin fee / account holder | $998 | $10,521-90.5% | $7,744-87.1% | $11,601-91.4% |