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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 | $8,417 | $127,296-93.4% | $109,907-92.3% | $167,536-95.0% |
| Participation rate | 81.8% | 77.9%+3.9pp | 74.2%+7.6pp | 82.1%-0.3pp |
| Annual return | 23.18% | 22.97%+0.2pp | 29.46%-6.3pp | 478.82%-455.6pp |
| Employer contribution / active EE | $0 | $3,325-100.0% | $2,844-100.0% | $4,839-100.0% |
| Participant deferral / active EE | $3,235 | $4,513-28.3% | $4,047-20.1% | $6,342-49.0% |
| Admin fee / account holder | $740 | $7,119-89.6% | $6,069-87.8% | $12,315-94.0% |