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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 | $7,766 | $181,062-95.7% | $158,223-95.1% | $155,188-95.0% |
| Participation rate | 73.3% | 82.7%-9.3pp | 79.2%-5.9pp | 80.8%-7.5pp |
| Annual return | 23.22% | 57.39%-34.2pp | 52.09%-28.9pp | 148.84%-125.6pp |
| Employer contribution / active EE | $2 | $4,565-99.9% | $4,109-99.9% | $4,248-99.9% |
| Participant deferral / active EE | $4,382 | $6,134-28.6% | $5,467-19.8% | $6,531-32.9% |
| Admin fee / account holder | $493 | $18,825-97.4% | $16,047-96.9% | $14,480-96.6% |