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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 | $7,512 | $162,136-95.4% | $152,301-95.1% | $154,746-95.1% |
| Participation rate | 75.0% | 84.1%-9.1pp | 82.4%-7.4pp | 80.7%-5.7pp |
| Annual return | 12.34% | 91.02%-78.7pp | 80.50%-68.2pp | 172.34%-160.0pp |
| Employer contribution / active EE | $341 | $4,890-93.0% | $4,624-92.6% | $4,379-92.2% |
| Participant deferral / active EE | $9,686 | $8,341+16.1% | $8,004+21.0% | $6,730+43.9% |
| Admin fee / account holder | $5,814 | $15,759-63.1% | $14,398-59.6% | $14,365-59.5% |