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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 | $9,097 | $162,136-94.4% | $152,301-94.0% | $154,746-94.1% |
| Participation rate | 87.5% | 84.1%+3.4pp | 82.4%+5.1pp | 80.7%+6.8pp |
| Annual return | 22.38% | 91.02%-68.6pp | 80.50%-58.1pp | 172.34%-150.0pp |
| Employer contribution / active EE | $0 | $4,890-100.0% | $4,624-100.0% | $4,379-100.0% |
| Participant deferral / active EE | $5,661 | $8,341-32.1% | $8,004-29.3% | $6,730-15.9% |
| Admin fee / account holder | $1,174 | $15,759-92.6% | $14,398-91.8% | $14,365-91.8% |