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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 | $16,781 | $125,237-86.6% | $105,608-84.1% | $145,877-88.5% |
| Participation rate | 80.0% | 77.7%+2.3pp | 75.3%+4.7pp | 80.3%-0.3pp |
| Annual return | 11.54% | 225.76%-214.2pp | 116.50%-105.0pp | 551.28%-539.7pp |
| Employer contribution / active EE | $0 | $3,720-100.0% | $3,167-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $4,582 | $5,711-19.8% | $5,010-8.5% | $6,691-31.5% |
| Admin fee / account holder | $1,005 | $17,287-94.2% | $11,028-90.9% | $13,402-92.5% |