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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 | $12,755 | $142,354-91.0% | $125,529-89.8% | $155,188-91.8% |
| Participation rate | 94.1% | 78.1%+16.0pp | 74.7%+19.4pp | 80.8%+13.3pp |
| Annual return | 16.37% | 306.06%-289.7pp | 202.56%-186.2pp | 148.84%-132.5pp |
| Employer contribution / active EE | $0 | $3,501-100.0% | $3,058-100.0% | $4,248-100.0% |
| Participant deferral / active EE | $3,558 | $5,491-35.2% | $4,813-26.1% | $6,531-45.5% |
| Admin fee / account holder | $3,518 | $19,392-81.9% | $16,298-78.4% | $14,480-75.7% |