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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 | $6,412 | $127,296-95.0% | $109,907-94.2% | $167,536-96.2% |
| Participation rate | 83.3% | 77.9%+5.5pp | 74.2%+9.1pp | 82.1%+1.2pp |
| Annual return | 21.20% | 22.97%-1.8pp | 29.46%-8.3pp | 478.82%-457.6pp |
| Employer contribution / active EE | $0 | $3,325-100.0% | $2,844-100.0% | $4,839-100.0% |
| Participant deferral / active EE | $2,611 | $4,513-42.2% | $4,047-35.5% | $6,342-58.8% |
| Admin fee / account holder | $489 | $7,119-93.1% | $6,069-91.9% | $12,315-96.0% |