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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 | $11,940 | $147,556-91.9% | $129,031-90.7% | $198,609-94.0% |
| Participation rate | 83.3% | 77.2%+6.1pp | 73.4%+10.0pp | 82.4%+1.0pp |
| Annual return | 15.35% | 37.41%-22.1pp | 34.67%-19.3pp | 202.70%-187.3pp |
| Employer contribution / active EE | $0 | $3,645-100.0% | $3,226-100.0% | $5,055-100.0% |
| Participant deferral / active EE | $3,765 | $5,760-34.6% | $5,217-27.8% | $6,977-46.0% |
| Admin fee / account holder | $6,140 | $15,467-60.3% | $13,208-53.5% | $19,030-67.7% |