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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 | $8,456 | $148,629-94.3% | $135,982-93.8% | $139,487-93.9% |
| Participation rate | 88.9% | 83.9%+5.0pp | 81.9%+7.0pp | 80.3%+8.6pp |
| Annual return | 21.80% | 79.33%-57.5pp | 68.32%-46.5pp | 373.84%-352.0pp |
| Employer contribution / active EE | $0 | $5,247-100.0% | $4,859-100.0% | $4,755-100.0% |
| Participant deferral / active EE | $6,226 | $8,102-23.2% | $7,760-19.8% | $6,713-7.2% |
| Admin fee / account holder | $667 | $12,406-94.6% | $10,767-93.8% | $11,407-94.2% |