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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 | $6,573 | $81,643-91.9% | $70,462-90.7% | $158,950-95.9% |
| Participation rate | 75.0% | 77.7%-2.7pp | 75.1%-0.1pp | 82.0%-7.0pp |
| Annual return | 8.01% | 208.51%-200.5pp | 109.08%-101.1pp | 302.91%-294.9pp |
| Employer contribution / active EE | $23 | $3,218-99.3% | $2,737-99.2% | $4,762-99.5% |
| Participant deferral / active EE | $3,192 | $4,555-29.9% | $3,710-14.0% | $5,983-46.6% |
| Admin fee / account holder | $5,492 | $6,194-11.3% | $3,845+42.8% | $11,248-51.2% |