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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 | $6,343 | $156,398-95.9% | $147,318-95.7% | $138,895-95.4% |
| Participation rate | 76.5% | 83.8%-7.3pp | 82.1%-5.6pp | 79.9%-3.4pp |
| Annual return | 45.88% | 78.75%-32.9pp | 70.43%-24.6pp | 145.39%-99.5pp |
| Employer contribution / active EE | $0 | $4,853-100.0% | $4,593-100.0% | $4,194-100.0% |
| Participant deferral / active EE | $4,201 | $8,237-49.0% | $7,906-46.9% | $6,396-34.3% |
| Admin fee / account holder | $347 | $14,976-97.7% | $13,708-97.5% | $12,562-97.2% |