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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 | $11,719 | $139,948-91.6% | $121,663-90.4% | $154,746-92.4% |
| Participation rate | 90.5% | 78.0%+12.5pp | 74.5%+16.0pp | 80.7%+9.8pp |
| Annual return | 65.43% | 230.52%-165.1pp | 147.54%-82.1pp | 172.34%-106.9pp |
| Employer contribution / active EE | $0 | $3,521-100.0% | $3,020-100.0% | $4,379-100.0% |
| Participant deferral / active EE | $1,710 | $5,629-69.6% | $4,887-65.0% | $6,730-74.6% |
| Admin fee / account holder | $1,324 | $17,321-92.4% | $14,289-90.7% | $14,365-90.8% |