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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 | $6,427 | $156,398-95.9% | $147,318-95.6% | $138,895-95.4% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 79.9%+20.1pp |
| Annual return | 52.42% | 78.75%-26.3pp | 70.43%-18.0pp | 145.39%-93.0pp |
| Employer contribution / active EE | $0 | $4,853-100.0% | $4,593-100.0% | $4,194-100.0% |
| Participant deferral / active EE | $6,290 | $8,237-23.6% | $7,906-20.4% | $6,396-1.7% |
| Admin fee / account holder | $558 | $14,976-96.3% | $13,708-95.9% | $12,562-95.6% |