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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 | $10,290 | $148,623-93.1% | $135,974-92.4% | $139,466-92.6% |
| Participation rate | 78.6% | 83.9%-5.3pp | 81.9%-3.3pp | 80.3%-1.8pp |
| Annual return | 18.65% | 79.30%-60.6pp | 68.30%-49.7pp | 373.66%-355.0pp |
| Employer contribution / active EE | $0 | $5,246-100.0% | $4,859-100.0% | $4,754-100.0% |
| Participant deferral / active EE | $4,413 | $8,103-45.5% | $7,760-43.1% | $6,712-34.3% |
| Admin fee / account holder | $1,554 | $12,406-87.5% | $10,767-85.6% | $11,409-86.4% |