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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 | $6,316 | $138,312-95.4% | $122,979-94.9% | $155,188-95.9% |
| Participation rate | 100.0% | 80.2%+19.8pp | 77.2%+22.8pp | 80.8%+19.2pp |
| Annual return | 18.48% | 22.06%-3.6pp | 20.12%-1.6pp | 148.84%-130.4pp |
| Employer contribution / active EE | $0 | $3,530-100.0% | $3,062-100.0% | $4,248-100.0% |
| Participant deferral / active EE | $4,373 | $5,592-21.8% | $5,003-12.6% | $6,531-33.0% |
| Admin fee / account holder | $1,287 | $15,089-91.5% | $12,864-90.0% | $14,480-91.1% |