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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 | $6,071 | $115,225-94.7% | $100,712-94.0% | $138,895-95.6% |
| Participation rate | 80.0% | 74.3%+5.7pp | 69.3%+10.7pp | 79.9%+0.1pp |
| Annual return | 22.60% | 40.35%-17.8pp | 33.27%-10.7pp | 145.39%-122.8pp |
| Employer contribution / active EE | $0 | $2,771-100.0% | $2,313-100.0% | $4,194-100.0% |
| Participant deferral / active EE | $2,122 | $4,699-54.8% | $4,085-48.1% | $6,396-66.8% |
| Admin fee / account holder | $570 | $10,844-94.7% | $9,256-93.8% | $12,562-95.5% |