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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 | $11,482 | $105,145-89.1% | $94,664-87.9% | $139,466-91.8% |
| Participation rate | 76.9% | 82.4%-5.4pp | 80.8%-3.9pp | 80.3%-3.4pp |
| Annual return | 19.77% | 38.09%-18.3pp | 156.84%-137.1pp | 373.66%-353.9pp |
| Employer contribution / active EE | $0 | $4,107-100.0% | $3,673-100.0% | $4,754-100.0% |
| Participant deferral / active EE | $3,594 | $7,599-52.7% | $7,417-51.5% | $6,712-46.5% |
| Admin fee / account holder | $1,010 | $8,972-88.7% | $7,222-86.0% | $11,409-91.1% |