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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 | $12,674 | $289,211-95.6% | $260,467-95.1% | $198,609-93.6% |
| Participation rate | 75.0% | 83.1%-8.1pp | 80.5%-5.5pp | 82.4%-7.4pp |
| Annual return | 19.61% | 112.90%-93.3pp | 100.60%-81.0pp | 202.70%-183.1pp |
| Employer contribution / active EE | $0 | $4,663-100.0% | $4,239-100.0% | $5,055-100.0% |
| Participant deferral / active EE | $9,093 | $6,812+33.5% | $6,319+43.9% | $6,977+30.3% |
| Admin fee / account holder | $16,724 | $16,236+3.0% | $15,461+8.2% | $19,030-12.1% |