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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 | $10,362 | $107,666-90.4% | $102,184-89.9% | $154,746-93.3% |
| Participation rate | 83.3% | 83.7%-0.4pp | 82.6%+0.7pp | 80.7%+2.6pp |
| Annual return | 0.00% | 29.33%-29.3pp | 31.58%-31.6pp | 172.34%-172.3pp |
| Employer contribution / active EE | $0 | $3,846-100.0% | $3,594-100.0% | $4,379-100.0% |
| Participant deferral / active EE | $6,766 | $8,719-22.4% | $8,309-18.6% | $6,730+0.5% |
| Admin fee / account holder | $625 | $12,943-95.2% | $11,609-94.6% | $14,365-95.7% |