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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 | $156,398-95.4% | $147,318-95.1% | $138,895-94.8% |
| Participation rate | 70.8% | 83.8%-12.9pp | 82.1%-11.2pp | 79.9%-9.1pp |
| Annual return | 13.77% | 78.75%-65.0pp | 70.43%-56.7pp | 145.39%-131.6pp |
| Employer contribution / active EE | $0 | $4,853-100.0% | $4,593-100.0% | $4,194-100.0% |
| Participant deferral / active EE | $4,851 | $8,237-41.1% | $7,906-38.6% | $6,396-24.2% |
| Admin fee / account holder | $3,024 | $14,976-79.8% | $13,708-77.9% | $12,562-75.9% |