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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 | $6,349 | $100,970-93.7% | $96,576-93.4% | $137,256-95.4% |
| Participation rate | 88.9% | 82.6%+6.3pp | 81.4%+7.4pp | 80.0%+8.9pp |
| Annual return | 32.01% | 38.16%-6.1pp | 38.47%-6.5pp | 220.34%-188.3pp |
| Employer contribution / active EE | $0 | $3,809-100.0% | $3,553-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $4,389 | $8,286-47.0% | $7,956-44.8% | $6,407-31.5% |
| Admin fee / account holder | $928 | $11,312-91.8% | $11,381-91.8% | $12,270-92.4% |