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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 | $12,021 | $209,336-94.3% | $197,124-93.9% | $137,256-91.2% |
| Participation rate | 75.0% | 87.3%-12.3pp | 86.7%-11.7pp | 80.0%-5.0pp |
| Annual return | 11.80% | 48.09%-36.3pp | 44.34%-32.5pp | 220.34%-208.5pp |
| Employer contribution / active EE | $0 | $6,591-100.0% | $6,227-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $3,926 | $9,614-59.2% | $9,135-57.0% | $6,407-38.7% |
| Admin fee / account holder | $5,878 | $17,308-66.0% | $16,298-63.9% | $12,270-52.1% |