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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 | $12,516 | $155,555-92.0% | $146,866-91.5% | $155,188-91.9% |
| Participation rate | 95.2% | 84.0%+11.3pp | 82.5%+12.7pp | 80.8%+14.4pp |
| Annual return | 14.01% | 115.41%-101.4pp | 102.85%-88.8pp | 148.84%-134.8pp |
| Employer contribution / active EE | $0 | $4,647-100.0% | $4,425-100.0% | $4,248-100.0% |
| Participant deferral / active EE | $7,244 | $8,044-10.0% | $7,759-6.6% | $6,531+10.9% |
| Admin fee / account holder | $5,439 | $14,755-63.1% | $13,620-60.1% | $14,480-62.4% |