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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 | $8,349 | $132,099-93.7% | $115,599-92.8% | $138,895-94.0% |
| Participation rate | 85.7% | 77.9%+7.9pp | 74.3%+11.4pp | 79.9%+5.8pp |
| Annual return | 17.67% | 176.76%-159.1pp | 111.10%-93.4pp | 145.39%-127.7pp |
| Employer contribution / active EE | $0 | $3,416-100.0% | $2,955-100.0% | $4,194-100.0% |
| Participant deferral / active EE | $3,474 | $5,617-38.1% | $4,889-28.9% | $6,396-45.7% |
| Admin fee / account holder | $685 | $15,650-95.6% | $12,841-94.7% | $12,562-94.5% |