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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 | $174,379-95.5% | $152,093-94.9% | $138,895-94.4% |
| Participation rate | 73.3% | 81.6%-8.3pp | 77.8%-4.4pp | 79.9%-6.6pp |
| Annual return | 23.22% | 74.86%-51.6pp | 66.36%-43.1pp | 145.39%-122.2pp |
| Employer contribution / active EE | $2 | $4,652-99.9% | $4,175-99.9% | $4,194-99.9% |
| Participant deferral / active EE | $4,382 | $6,159-28.8% | $5,451-19.6% | $6,396-31.5% |
| Admin fee / account holder | $493 | $16,880-97.1% | $14,497-96.6% | $12,562-96.1% |