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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 | $15,005 | $157,296-90.5% | $141,191-89.4% | $152,897-90.2% |
| Participation rate | 71.4% | 84.8%-13.4pp | 82.5%-11.0pp | 82.5%-11.0pp |
| Annual return | 21.16% | 64.34%-43.2pp | 71.41%-50.3pp | 345.43%-324.3pp |
| Employer contribution / active EE | $939 | $5,262-82.2% | $4,736-80.2% | $4,764-80.3% |
| Participant deferral / active EE | $5,824 | $7,111-18.1% | $6,710-13.2% | $5,851-0.5% |
| Admin fee / account holder | $2,251 | $12,125-81.4% | $10,264-78.1% | $11,599-80.6% |