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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 | $10,406 | $174,379-94.0% | $152,093-93.2% | $138,895-92.5% |
| Participation rate | 80.0% | 81.6%-1.6pp | 77.8%+2.2pp | 79.9%+0.1pp |
| Annual return | 21.02% | 74.86%-53.8pp | 66.36%-45.3pp | 145.39%-124.4pp |
| Employer contribution / active EE | $0 | $4,652-100.0% | $4,175-100.0% | $4,194-100.0% |
| Participant deferral / active EE | $3,079 | $6,159-50.0% | $5,451-43.5% | $6,396-51.9% |
| Admin fee / account holder | $440 | $16,880-97.4% | $14,497-97.0% | $12,562-96.5% |