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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 | $6,737 | $151,427-95.6% | $112,860-94.0% | $154,746-95.6% |
| Participation rate | 80.0% | 69.1%+10.9pp | 66.3%+13.7pp | 80.7%-0.7pp |
| Annual return | 3.50% | 30.95%-27.5pp | 35.26%-31.8pp | 172.34%-168.8pp |
| Employer contribution / active EE | $0 | $2,750-100.0% | $2,206-100.0% | $4,379-100.0% |
| Participant deferral / active EE | $5,613 | $4,285+31.0% | $3,493+60.7% | $6,730-16.6% |
| Admin fee / account holder | $39,918 | $7,369+441.7% | $6,841+483.5% | $14,365+177.9% |