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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 | $12,066 | $148,629-91.9% | $135,982-91.1% | $139,487-91.3% |
| Participation rate | 87.5% | 83.9%+3.6pp | 81.9%+5.6pp | 80.3%+7.2pp |
| Annual return | 27.11% | 79.33%-52.2pp | 68.32%-41.2pp | 373.84%-346.7pp |
| Employer contribution / active EE | $0 | $5,247-100.0% | $4,859-100.0% | $4,755-100.0% |
| Participant deferral / active EE | $9,770 | $8,102+20.6% | $7,760+25.9% | $6,713+45.5% |
| Admin fee / account holder | $3,202 | $12,406-74.2% | $10,767-70.3% | $11,407-71.9% |