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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 | $10,249 | $156,398-93.4% | $147,318-93.0% | $138,895-92.6% |
| Participation rate | 92.9% | 83.8%+9.1pp | 82.1%+10.8pp | 79.9%+12.9pp |
| Annual return | 23.27% | 78.75%-55.5pp | 70.43%-47.2pp | 145.39%-122.1pp |
| Employer contribution / active EE | $0 | $4,853-100.0% | $4,593-100.0% | $4,194-100.0% |
| Participant deferral / active EE | $6,679 | $8,237-18.9% | $7,906-15.5% | $6,396+4.4% |
| Admin fee / account holder | $2,947 | $14,976-80.3% | $13,708-78.5% | $12,562-76.5% |