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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 | $8,707 | $110,212-92.1% | $96,534-91.0% | $139,466-93.8% |
| Participation rate | 77.8% | 78.1%-0.3pp | 76.0%+1.8pp | 80.3%-2.6pp |
| Annual return | 16.08% | 26.42%-10.3pp | 25.88%-9.8pp | 373.66%-357.6pp |
| Employer contribution / active EE | $0 | $3,620-100.0% | $2,965-100.0% | $4,754-100.0% |
| Participant deferral / active EE | $3,454 | $5,547-37.7% | $4,851-28.8% | $6,712-48.5% |
| Admin fee / account holder | $379 | $11,599-96.7% | $8,253-95.4% | $11,409-96.7% |