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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 | $11,485 | $154,228-92.6% | $145,433-92.1% | $137,256-91.6% |
| Participation rate | 85.7% | 83.8%+1.9pp | 82.1%+3.6pp | 80.0%+5.8pp |
| Annual return | 25.14% | 74.59%-49.4pp | 66.58%-41.4pp | 220.34%-195.2pp |
| Employer contribution / active EE | $0 | $4,804-100.0% | $4,554-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $5,579 | $8,216-32.1% | $7,897-29.4% | $6,407-12.9% |
| Admin fee / account holder | $874 | $14,344-93.9% | $13,129-93.3% | $12,270-92.9% |