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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 | $13,012 | $155,555-91.6% | $146,866-91.1% | $155,188-91.6% |
| Participation rate | 78.6% | 84.0%-5.4pp | 82.5%-3.9pp | 80.8%-2.2pp |
| Annual return | 16.74% | 115.41%-98.7pp | 102.85%-86.1pp | 148.84%-132.1pp |
| Employer contribution / active EE | $0 | $4,647-100.0% | $4,425-100.0% | $4,248-100.0% |
| Participant deferral / active EE | $2,603 | $8,044-67.6% | $7,759-66.4% | $6,531-60.1% |
| Admin fee / account holder | $1,492 | $14,755-89.9% | $13,620-89.0% | $14,480-89.7% |