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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 | $7,053 | $172,111-95.9% | $150,298-95.3% | $137,256-94.9% |
| Participation rate | 90.0% | 81.7%+8.3pp | 77.8%+12.2pp | 80.0%+10.0pp |
| Annual return | 20.71% | 69.37%-48.7pp | 62.79%-42.1pp | 220.34%-199.6pp |
| Employer contribution / active EE | $0 | $4,636-100.0% | $4,154-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $1,706 | $6,166-72.3% | $5,453-68.7% | $6,407-73.4% |
| Admin fee / account holder | $1,407 | $16,471-91.5% | $14,116-90.0% | $12,270-88.5% |