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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 | $7,456 | $167,504-95.5% | $151,628-95.1% | $134,509-94.5% |
| Participation rate | 71.4% | 88.4%-17.0pp | 87.5%-16.1pp | 81.2%-9.8pp |
| Annual return | 36.65% | 7.81%+28.8pp | 3.34%+33.3pp | 418.13%-381.5pp |
| Employer contribution / active EE | $0 | $6,828-100.0% | $6,165-100.0% | $4,741-100.0% |
| Participant deferral / active EE | $8,883 | $8,985-1.1% | $8,363+6.2% | $6,400+38.8% |
| Admin fee / account holder | $2,527 | $13,779-81.7% | $11,613-78.2% | $11,427-77.9% |