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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 | $7,905 | $138,312-94.3% | $122,979-93.6% | $155,188-94.9% |
| Participation rate | 92.3% | 80.2%+12.1pp | 77.2%+15.1pp | 80.8%+11.5pp |
| Annual return | 16.91% | 22.06%-5.2pp | 20.12%-3.2pp | 148.84%-131.9pp |
| Employer contribution / active EE | $0 | $3,530-100.0% | $3,062-100.0% | $4,248-100.0% |
| Participant deferral / active EE | $8,006 | $5,592+43.2% | $5,003+60.0% | $6,531+22.6% |
| Admin fee / account holder | $4,939 | $15,089-67.3% | $12,864-61.6% | $14,480-65.9% |