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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 | $6,463 | $124,314-94.8% | $109,163-94.1% | $167,518-96.1% |
| Participation rate | 84.6% | 79.4%+5.2pp | 75.9%+8.7pp | 82.1%+2.5pp |
| Annual return | 19.52% | 26.04%-6.5pp | 25.75%-6.2pp | 478.71%-459.2pp |
| Employer contribution / active EE | $0 | $4,209-100.0% | $3,723-100.0% | $4,838-100.0% |
| Participant deferral / active EE | $2,836 | $5,256-46.0% | $4,654-39.1% | $6,342-55.3% |
| Admin fee / account holder | $813 | $7,973-89.8% | $6,754-88.0% | $12,312-93.4% |