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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 | $181,062-96.0% | $158,223-95.4% | $155,188-95.3% |
| Participation rate | 78.6% | 82.7%-4.1pp | 79.2%-0.6pp | 80.8%-2.2pp |
| Annual return | 23.25% | 57.39%-34.1pp | 52.09%-28.8pp | 148.84%-125.6pp |
| Employer contribution / active EE | $0 | $4,565-100.0% | $4,109-100.0% | $4,248-100.0% |
| Participant deferral / active EE | $2,780 | $6,134-54.7% | $5,467-49.1% | $6,531-57.4% |
| Admin fee / account holder | $2,121 | $18,825-88.7% | $16,047-86.8% | $14,480-85.4% |