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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 | $7,237 | $174,379-95.8% | $152,093-95.2% | $138,895-94.8% |
| Participation rate | 78.6% | 81.6%-3.1pp | 77.8%+0.8pp | 79.9%-1.3pp |
| Annual return | 23.25% | 74.86%-51.6pp | 66.36%-43.1pp | 145.39%-122.1pp |
| Employer contribution / active EE | $0 | $4,652-100.0% | $4,175-100.0% | $4,194-100.0% |
| Participant deferral / active EE | $2,780 | $6,159-54.9% | $5,451-49.0% | $6,396-56.5% |
| Admin fee / account holder | $2,121 | $16,880-87.4% | $14,497-85.4% | $12,562-83.1% |