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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 | $17,908 | $289,211-93.8% | $260,467-93.1% | $198,609-91.0% |
| Participation rate | 75.0% | 83.1%-8.1pp | 80.5%-5.5pp | 82.4%-7.4pp |
| Annual return | 15.52% | 112.90%-97.4pp | 100.60%-85.1pp | 202.70%-187.2pp |
| Employer contribution / active EE | $0 | $4,663-100.0% | $4,239-100.0% | $5,055-100.0% |
| Participant deferral / active EE | $3,574 | $6,812-47.5% | $6,319-43.5% | $6,977-48.8% |
| Admin fee / account holder | $332 | $16,236-98.0% | $15,461-97.9% | $19,030-98.3% |