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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 | $13,037 | $155,555-91.6% | $146,866-91.1% | $155,188-91.6% |
| Participation rate | 84.2% | 84.0%+0.3pp | 82.5%+1.7pp | 80.8%+3.4pp |
| Annual return | 95.96% | 115.41%-19.5pp | 102.85%-6.9pp | 148.84%-52.9pp |
| Employer contribution / active EE | $0 | $4,647-100.0% | $4,425-100.0% | $4,248-100.0% |
| Participant deferral / active EE | $6,149 | $8,044-23.6% | $7,759-20.8% | $6,531-5.9% |
| Admin fee / account holder | $1,138 | $14,755-92.3% | $13,620-91.6% | $14,480-92.1% |