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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 | $212,386-94.0% | $199,883-93.6% | $138,895-90.9% |
| Participation rate | 78.9% | 87.4%-8.4pp | 86.8%-7.8pp | 79.9%-1.0pp |
| Annual return | 42.16% | 47.75%-5.6pp | 43.81%-1.6pp | 145.39%-103.2pp |
| Employer contribution / active EE | $0 | $6,625-100.0% | $6,261-100.0% | $4,194-100.0% |
| Participant deferral / active EE | $5,799 | $9,617-39.7% | $9,138-36.5% | $6,396-9.3% |
| Admin fee / account holder | $2,353 | $18,233-87.1% | $17,268-86.4% | $12,562-81.3% |