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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 | $8,991 | $172,111-94.8% | $150,298-94.0% | $137,256-93.4% |
| Participation rate | 76.5% | 81.7%-5.2pp | 77.8%-1.3pp | 80.0%-3.5pp |
| Annual return | 23.52% | 69.37%-45.9pp | 62.79%-39.3pp | 220.34%-196.8pp |
| Employer contribution / active EE | $0 | $4,636-100.0% | $4,154-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $3,118 | $6,166-49.4% | $5,453-42.8% | $6,407-51.3% |
| Admin fee / account holder | $1,668 | $16,471-89.9% | $14,116-88.2% | $12,270-86.4% |