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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 | $5,701 | $181,896-96.9% | $156,551-96.4% | $273,972-97.9% |
| Participation rate | 85.7% | 88.4%-2.7pp | 84.0%+1.7pp | 83.0%+2.7pp |
| Annual return | 6.91% | 30.74%-23.8pp | 32.23%-25.3pp | 41.46%-34.6pp |
| Employer contribution / active EE | $0 | $6,248-100.0% | $5,501-100.0% | $4,869-100.0% |
| Participant deferral / active EE | $4,199 | $5,550-24.3% | $4,871-13.8% | $5,287-20.6% |
| Admin fee / account holder | $679 | $15,560-95.6% | $13,028-94.8% | $10,133-93.3% |