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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 | $14,747 | $154,228-90.4% | $145,433-89.9% | $137,256-89.3% |
| Participation rate | 83.3% | 83.8%-0.5pp | 82.1%+1.2pp | 80.0%+3.4pp |
| Annual return | 30.07% | 74.59%-44.5pp | 66.58%-36.5pp | 220.34%-190.3pp |
| Employer contribution / active EE | $0 | $4,804-100.0% | $4,554-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $15,326 | $8,216+86.5% | $7,897+94.1% | $6,407+139.2% |
| Admin fee / account holder | $3,158 | $14,344-78.0% | $13,129-75.9% | $12,270-74.3% |