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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 | $9,229 | $212,386-95.7% | $199,883-95.4% | $138,895-93.4% |
| Participation rate | 85.7% | 87.4%-1.7pp | 86.8%-1.1pp | 79.9%+5.8pp |
| Annual return | 23.73% | 47.75%-24.0pp | 43.81%-20.1pp | 145.39%-121.7pp |
| Employer contribution / active EE | $0 | $6,625-100.0% | $6,261-100.0% | $4,194-100.0% |
| Participant deferral / active EE | $4,289 | $9,617-55.4% | $9,138-53.1% | $6,396-32.9% |
| Admin fee / account holder | $1,690 | $18,233-90.7% | $17,268-90.2% | $12,562-86.5% |