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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 | $9,041 | $185,312-95.1% | $161,489-94.4% | $154,746-94.2% |
| Participation rate | 73.7% | 82.5%-8.8pp | 78.7%-5.0pp | 80.7%-7.0pp |
| Annual return | 19.13% | 103.84%-84.7pp | 89.72%-70.6pp | 172.34%-153.2pp |
| Employer contribution / active EE | $0 | $4,769-100.0% | $4,268-100.0% | $4,379-100.0% |
| Participant deferral / active EE | $4,747 | $6,350-25.2% | $5,630-15.7% | $6,730-29.5% |
| Admin fee / account holder | $568 | $18,654-97.0% | $16,006-96.5% | $14,365-96.0% |