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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 | $7,084 | $185,312-96.2% | $161,489-95.6% | $154,746-95.4% |
| Participation rate | 76.9% | 82.5%-5.5pp | 78.7%-1.8pp | 80.7%-3.8pp |
| Annual return | 18.72% | 103.84%-85.1pp | 89.72%-71.0pp | 172.34%-153.6pp |
| Employer contribution / active EE | $0 | $4,769-100.0% | $4,268-100.0% | $4,379-100.0% |
| Participant deferral / active EE | $2,614 | $6,350-58.8% | $5,630-53.6% | $6,730-61.2% |
| Admin fee / account holder | $324 | $18,654-98.3% | $16,006-98.0% | $14,365-97.7% |