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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 | $10,816 | $165,399-93.5% | $149,745-92.8% | $158,982-93.2% |
| Participation rate | 83.3% | 84.6%-1.2pp | 82.5%+0.9pp | 82.0%+1.4pp |
| Annual return | 11.91% | 348.34%-336.4pp | 276.72%-264.8pp | 302.99%-291.1pp |
| Employer contribution / active EE | $0 | $5,105-100.0% | $4,646-100.0% | $4,763-100.0% |
| Participant deferral / active EE | $4,650 | $7,183-35.3% | $6,843-32.0% | $5,983-22.3% |
| Admin fee / account holder | $4,046 | $10,811-62.6% | $9,312-56.5% | $11,252-64.0% |