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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 | $9,500 | $157,276-94.0% | $141,177-93.3% | $152,885-93.8% |
| Participation rate | 78.6% | 84.8%-6.3pp | 82.5%-3.9pp | 82.5%-3.9pp |
| Annual return | 28.27% | 64.33%-36.1pp | 71.40%-43.1pp | 345.39%-317.1pp |
| Employer contribution / active EE | $0 | $5,262-100.0% | $4,736-100.0% | $4,763-100.0% |
| Participant deferral / active EE | $5,383 | $7,110-24.3% | $6,710-19.8% | $5,851-8.0% |
| Admin fee / account holder | $748 | $12,123-93.8% | $10,263-92.7% | $11,598-93.5% |