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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 | $13,759 | $228,352-94.0% | $185,827-92.6% | $158,950-91.3% |
| Participation rate | 83.3% | 82.3%+1.0pp | 78.0%+5.3pp | 82.0%+1.4pp |
| Annual return | 22.33% | 40.81%-18.5pp | 35.96%-13.6pp | 302.91%-280.6pp |
| Employer contribution / active EE | $0 | $4,967-100.0% | $4,087-100.0% | $4,762-100.0% |
| Participant deferral / active EE | $2,507 | $6,416-60.9% | $5,633-55.5% | $5,983-58.1% |
| Admin fee / account holder | $1,473 | $11,867-87.6% | $9,502-84.5% | $11,248-86.9% |