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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 | $7,625 | $181,062-95.8% | $158,223-95.2% | $155,188-95.1% |
| Participation rate | 93.8% | 82.7%+11.1pp | 79.2%+14.5pp | 80.8%+12.9pp |
| Annual return | 10.71% | 57.39%-46.7pp | 52.09%-41.4pp | 148.84%-138.1pp |
| Employer contribution / active EE | $0 | $4,565-100.0% | $4,109-100.0% | $4,248-100.0% |
| Participant deferral / active EE | $3,518 | $6,134-42.7% | $5,467-35.7% | $6,531-46.1% |
| Admin fee / account holder | $582 | $18,825-96.9% | $16,047-96.4% | $14,480-96.0% |