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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 | $12,689 | $148,629-91.5% | $135,982-90.7% | $139,487-90.9% |
| Participation rate | 80.0% | 83.9%-3.9pp | 81.9%-1.9pp | 80.3%-0.3pp |
| Annual return | 21.13% | 79.33%-58.2pp | 68.32%-47.2pp | 373.84%-352.7pp |
| Employer contribution / active EE | $0 | $5,247-100.0% | $4,859-100.0% | $4,755-100.0% |
| Participant deferral / active EE | $5,985 | $8,102-26.1% | $7,760-22.9% | $6,713-10.8% |
| Admin fee / account holder | $2,828 | $12,406-77.2% | $10,767-73.7% | $11,407-75.2% |