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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 | $12,194 | $155,555-92.2% | $146,866-91.7% | $155,188-92.1% |
| Participation rate | 85.7% | 84.0%+1.8pp | 82.5%+3.2pp | 80.8%+4.9pp |
| Annual return | 11.77% | 115.41%-103.6pp | 102.85%-91.1pp | 148.84%-137.1pp |
| Employer contribution / active EE | $0 | $4,647-100.0% | $4,425-100.0% | $4,248-100.0% |
| Participant deferral / active EE | $3,752 | $8,044-53.4% | $7,759-51.6% | $6,531-42.6% |
| Admin fee / account holder | $9,219 | $14,755-37.5% | $13,620-32.3% | $14,480-36.3% |