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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 | $12,708 | $227,291-94.4% | $214,702-94.1% | $155,188-91.8% |
| Participation rate | 78.9% | 88.0%-9.0pp | 87.5%-8.5pp | 80.8%-1.9pp |
| Annual return | 42.16% | 60.08%-17.9pp | 54.55%-12.4pp | 148.84%-106.7pp |
| Employer contribution / active EE | $0 | $6,772-100.0% | $6,461-100.0% | $4,248-100.0% |
| Participant deferral / active EE | $5,799 | $9,582-39.5% | $9,147-36.6% | $6,531-11.2% |
| Admin fee / account holder | $2,353 | $20,413-88.5% | $19,830-88.1% | $14,480-83.8% |