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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 | $8,151 | $208,088-96.1% | $186,193-95.6% | $154,746-94.7% |
| Participation rate | 87.5% | 80.0%+7.5pp | 77.1%+10.4pp | 80.7%+6.8pp |
| Annual return | 15.89% | 89.97%-74.1pp | 78.03%-62.1pp | 172.34%-156.5pp |
| Employer contribution / active EE | $0 | $4,340-100.0% | $3,918-100.0% | $4,379-100.0% |
| Participant deferral / active EE | $2,202 | $7,078-68.9% | $6,513-66.2% | $6,730-67.3% |
| Admin fee / account holder | $465 | $11,698-96.0% | $11,058-95.8% | $14,365-96.8% |