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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 | $12,082 | $142,354-91.5% | $125,529-90.4% | $155,188-92.2% |
| Participation rate | 90.0% | 78.1%+11.9pp | 74.7%+15.3pp | 80.8%+9.2pp |
| Annual return | 24.16% | 306.06%-281.9pp | 202.56%-178.4pp | 148.84%-124.7pp |
| Employer contribution / active EE | $0 | $3,501-100.0% | $3,058-100.0% | $4,248-100.0% |
| Participant deferral / active EE | $10,986 | $5,491+100.1% | $4,813+128.3% | $6,531+68.2% |
| Admin fee / account holder | $3,885 | $19,392-80.0% | $16,298-76.2% | $14,480-73.2% |