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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 | $8,798 | $161,352-94.5% | $134,172-93.4% | $137,256-93.6% |
| Participation rate | 76.9% | 78.3%-1.4pp | 72.5%+4.5pp | 80.0%-3.0pp |
| Annual return | 19.39% | 28.72%-9.3pp | 25.30%-5.9pp | 220.34%-200.9pp |
| Employer contribution / active EE | $0 | $4,099-100.0% | $3,420-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $4,217 | $5,552-24.1% | $4,690-10.1% | $6,407-34.2% |
| Admin fee / account holder | $330 | $15,028-97.8% | $12,016-97.3% | $12,270-97.3% |