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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 | $16,054 | $148,623-89.2% | $135,974-88.2% | $139,466-88.5% |
| Participation rate | 77.8% | 83.9%-6.1pp | 81.9%-4.1pp | 80.3%-2.6pp |
| Annual return | 25.32% | 79.30%-54.0pp | 68.30%-43.0pp | 373.66%-348.3pp |
| Employer contribution / active EE | $0 | $5,246-100.0% | $4,859-100.0% | $4,754-100.0% |
| Participant deferral / active EE | $12,151 | $8,103+50.0% | $7,760+56.6% | $6,712+81.0% |
| Admin fee / account holder | $2,007 | $12,406-83.8% | $10,767-81.4% | $11,409-82.4% |