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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 | $7,173 | $162,136-95.6% | $152,301-95.3% | $154,746-95.4% |
| Participation rate | 70.8% | 84.1%-13.3pp | 82.4%-11.6pp | 80.7%-9.9pp |
| Annual return | 13.77% | 91.02%-77.2pp | 80.50%-66.7pp | 172.34%-158.6pp |
| Employer contribution / active EE | $0 | $4,890-100.0% | $4,624-100.0% | $4,379-100.0% |
| Participant deferral / active EE | $4,851 | $8,341-41.8% | $8,004-39.4% | $6,730-27.9% |
| Admin fee / account holder | $3,024 | $15,759-80.8% | $14,398-79.0% | $14,365-78.9% |