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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 | $7,017 | $126,113-94.4% | $116,096-94.0% | $155,188-95.5% |
| Participation rate | 75.0% | 75.1%-0.1pp | 73.3%+1.7pp | 80.8%-5.8pp |
| Annual return | 10.54% | 391.72%-381.2pp | 326.25%-315.7pp | 148.84%-138.3pp |
| Employer contribution / active EE | $0 | $2,672-100.0% | $2,503-100.0% | $4,248-100.0% |
| Participant deferral / active EE | $857 | $4,162-79.4% | $3,952-78.3% | $6,531-86.9% |
| Admin fee / account holder | $3,561 | $8,045-55.7% | $7,704-53.8% | $14,480-75.4% |