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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 | $185,312-95.1% | $161,489-94.4% | $154,746-94.2% |
| Participation rate | 76.5% | 82.5%-6.0pp | 78.7%-2.2pp | 80.7%-4.2pp |
| Annual return | 23.52% | 103.84%-80.3pp | 89.72%-66.2pp | 172.34%-148.8pp |
| Employer contribution / active EE | $0 | $4,769-100.0% | $4,268-100.0% | $4,379-100.0% |
| Participant deferral / active EE | $3,118 | $6,350-50.9% | $5,630-44.6% | $6,730-53.7% |
| Admin fee / account holder | $1,668 | $18,654-91.1% | $16,006-89.6% | $14,365-88.4% |