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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 | $7,321 | $177,156-95.9% | $147,027-95.0% | $154,746-95.3% |
| Participation rate | 92.9% | 79.4%+13.5pp | 73.7%+19.1pp | 80.7%+12.2pp |
| Annual return | 18.28% | 21.94%-3.7pp | 20.23%-2.0pp | 172.34%-154.1pp |
| Employer contribution / active EE | $0 | $4,336-100.0% | $3,626-100.0% | $4,379-100.0% |
| Participant deferral / active EE | $2,025 | $5,797-65.1% | $4,933-59.0% | $6,730-69.9% |
| Admin fee / account holder | $920 | $14,904-93.8% | $12,223-92.5% | $14,365-93.6% |