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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 | $9,703 | $209,336-95.4% | $197,124-95.1% | $137,256-92.9% |
| Participation rate | 85.7% | 87.3%-1.6pp | 86.7%-1.0pp | 80.0%+5.8pp |
| Annual return | 51.50% | 48.09%+3.4pp | 44.34%+7.2pp | 220.34%-168.8pp |
| Employer contribution / active EE | $0 | $6,591-100.0% | $6,227-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $3,157 | $9,614-67.2% | $9,135-65.4% | $6,407-50.7% |
| Admin fee / account holder | $1,891 | $17,308-89.1% | $16,298-88.4% | $12,270-84.6% |