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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 | $14,246 | $139,948-89.8% | $121,663-88.3% | $154,746-90.8% |
| Participation rate | 75.0% | 78.0%-3.0pp | 74.5%+0.5pp | 80.7%-5.7pp |
| Annual return | 19.29% | 230.52%-211.2pp | 147.54%-128.3pp | 172.34%-153.1pp |
| Employer contribution / active EE | $0 | $3,521-100.0% | $3,020-100.0% | $4,379-100.0% |
| Participant deferral / active EE | $4,320 | $5,629-23.2% | $4,887-11.6% | $6,730-35.8% |
| Admin fee / account holder | $2,996 | $17,321-82.7% | $14,289-79.0% | $14,365-79.1% |