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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 | $107,666-94.1% | $102,184-93.8% | $154,746-95.9% |
| Participation rate | 88.9% | 83.7%+5.2pp | 82.6%+6.3pp | 80.7%+8.2pp |
| Annual return | 32.01% | 29.33%+2.7pp | 31.58%+0.4pp | 172.34%-140.3pp |
| Employer contribution / active EE | $0 | $3,846-100.0% | $3,594-100.0% | $4,379-100.0% |
| Participant deferral / active EE | $4,389 | $8,719-49.7% | $8,309-47.2% | $6,730-34.8% |
| Admin fee / account holder | $928 | $12,943-92.8% | $11,609-92.0% | $14,365-93.5% |