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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 | $6,455 | $115,225-94.4% | $100,712-93.6% | $138,895-95.4% |
| Participation rate | 75.0% | 74.3%+0.7pp | 69.3%+5.7pp | 79.9%-4.9pp |
| Annual return | 18.63% | 40.35%-21.7pp | 33.27%-14.6pp | 145.39%-126.8pp |
| Employer contribution / active EE | $0 | $2,771-100.0% | $2,313-100.0% | $4,194-100.0% |
| Participant deferral / active EE | $1,179 | $4,699-74.9% | $4,085-71.1% | $6,396-81.6% |
| Admin fee / account holder | $575 | $10,844-94.7% | $9,256-93.8% | $12,562-95.4% |