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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 | $14,730 | $157,276-90.6% | $141,177-89.6% | $152,885-90.4% |
| Participation rate | 71.4% | 84.8%-13.4pp | 82.5%-11.0pp | 82.5%-11.0pp |
| Annual return | 24.69% | 64.33%-39.6pp | 71.40%-46.7pp | 345.39%-320.7pp |
| Employer contribution / active EE | $698 | $5,262-86.7% | $4,736-85.3% | $4,763-85.3% |
| Participant deferral / active EE | $5,112 | $7,110-28.1% | $6,710-23.8% | $5,851-12.6% |
| Admin fee / account holder | $3,042 | $12,123-74.9% | $10,263-70.4% | $11,598-73.8% |