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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 | $12,943 | $227,291-94.3% | $214,702-94.0% | $155,188-91.7% |
| Participation rate | 88.9% | 88.0%+0.9pp | 87.5%+1.4pp | 80.8%+8.1pp |
| Annual return | 15.55% | 60.08%-44.5pp | 54.55%-39.0pp | 148.84%-133.3pp |
| Employer contribution / active EE | $0 | $6,772-100.0% | $6,461-100.0% | $4,248-100.0% |
| Participant deferral / active EE | $5,093 | $9,582-46.8% | $9,147-44.3% | $6,531-22.0% |
| Admin fee / account holder | $691 | $20,413-96.6% | $19,830-96.5% | $14,480-95.2% |