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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 | $15,700 | $157,276-90.0% | $141,177-88.9% | $152,885-89.7% |
| Participation rate | 73.3% | 84.8%-11.5pp | 82.5%-9.1pp | 82.5%-9.1pp |
| Annual return | 24.57% | 64.33%-39.8pp | 71.40%-46.8pp | 345.39%-320.8pp |
| Employer contribution / active EE | $703 | $5,262-86.6% | $4,736-85.2% | $4,763-85.2% |
| Participant deferral / active EE | $3,715 | $7,110-47.8% | $6,710-44.6% | $5,851-36.5% |
| Admin fee / account holder | $4,092 | $12,123-66.2% | $10,263-60.1% | $11,598-64.7% |