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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 | $11,316 | $176,077-93.6% | $159,455-92.9% | $167,518-93.2% |
| Participation rate | 81.0% | 84.9%-4.0pp | 82.8%-1.9pp | 82.1%-1.2pp |
| Annual return | 21.58% | 331.83%-310.3pp | 263.63%-242.0pp | 478.71%-457.1pp |
| Employer contribution / active EE | $0 | $5,298-100.0% | $4,830-100.0% | $4,838-100.0% |
| Participant deferral / active EE | $6,894 | $7,751-11.1% | $7,353-6.2% | $6,342+8.7% |
| Admin fee / account holder | $3,496 | $12,556-72.2% | $10,800-67.6% | $12,312-71.6% |