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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 | $9,583 | $117,829-91.9% | $102,423-90.6% | $145,877-93.4% |
| Participation rate | 72.7% | 78.6%-5.9pp | 76.5%-3.8pp | 80.3%-7.6pp |
| Annual return | 17.30% | 31.83%-14.5pp | 29.42%-12.1pp | 551.28%-534.0pp |
| Employer contribution / active EE | $0 | $3,615-100.0% | $3,023-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $4,251 | $5,732-25.8% | $5,054-15.9% | $6,691-36.5% |
| Admin fee / account holder | $6,452 | $13,335-51.6% | $9,455-31.8% | $13,402-51.9% |