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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 | $11,996 | $185,312-93.5% | $161,489-92.6% | $154,746-92.2% |
| Participation rate | 81.8% | 82.5%-0.6pp | 78.7%+3.1pp | 80.7%+1.1pp |
| Annual return | 45.91% | 103.84%-57.9pp | 89.72%-43.8pp | 172.34%-126.4pp |
| Employer contribution / active EE | $0 | $4,769-100.0% | $4,268-100.0% | $4,379-100.0% |
| Participant deferral / active EE | $5,332 | $6,350-16.0% | $5,630-5.3% | $6,730-20.8% |
| Admin fee / account holder | $1,175 | $18,654-93.7% | $16,006-92.7% | $14,365-91.8% |