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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 | $8,986 | $148,629-94.0% | $135,982-93.4% | $139,487-93.6% |
| Participation rate | 77.8% | 83.9%-6.1pp | 81.9%-4.1pp | 80.3%-2.6pp |
| Annual return | 26.87% | 79.33%-52.5pp | 68.32%-41.5pp | 373.84%-347.0pp |
| Employer contribution / active EE | $0 | $5,247-100.0% | $4,859-100.0% | $4,755-100.0% |
| Participant deferral / active EE | $6,145 | $8,102-24.2% | $7,760-20.8% | $6,713-8.5% |
| Admin fee / account holder | $948 | $12,406-92.4% | $10,767-91.2% | $11,407-91.7% |