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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 | $12,169 | $209,336-94.2% | $197,124-93.8% | $137,256-91.1% |
| Participation rate | 84.6% | 87.3%-2.7pp | 86.7%-2.1pp | 80.0%+4.7pp |
| Annual return | 23.26% | 48.09%-24.8pp | 44.34%-21.1pp | 220.34%-197.1pp |
| Employer contribution / active EE | $0 | $6,591-100.0% | $6,227-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $4,912 | $9,614-48.9% | $9,135-46.2% | $6,407-23.3% |
| Admin fee / account holder | $942 | $17,308-94.6% | $16,298-94.2% | $12,270-92.3% |