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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 | $8,577 | $185,312-95.4% | $161,489-94.7% | $154,746-94.5% |
| Participation rate | 92.3% | 82.5%+9.8pp | 78.7%+13.6pp | 80.7%+11.6pp |
| Annual return | 22.37% | 103.84%-81.5pp | 89.72%-67.3pp | 172.34%-150.0pp |
| Employer contribution / active EE | $0 | $4,769-100.0% | $4,268-100.0% | $4,379-100.0% |
| Participant deferral / active EE | $3,893 | $6,350-38.7% | $5,630-30.8% | $6,730-42.2% |
| Admin fee / account holder | $557 | $18,654-97.0% | $16,006-96.5% | $14,365-96.1% |