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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 | $10,133 | $148,629-93.2% | $135,982-92.5% | $139,487-92.7% |
| Participation rate | 76.9% | 83.9%-6.9pp | 81.9%-5.0pp | 80.3%-3.4pp |
| Annual return | 32.25% | 79.33%-47.1pp | 68.32%-36.1pp | 373.84%-341.6pp |
| Employer contribution / active EE | $0 | $5,247-100.0% | $4,859-100.0% | $4,755-100.0% |
| Participant deferral / active EE | $4,630 | $8,102-42.9% | $7,760-40.3% | $6,713-31.0% |
| Admin fee / account holder | $4,134 | $12,406-66.7% | $10,767-61.6% | $11,407-63.8% |