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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 | $7,307 | $209,336-96.5% | $197,124-96.3% | $137,256-94.7% |
| Participation rate | 83.3% | 87.3%-4.0pp | 86.7%-3.4pp | 80.0%+3.4pp |
| Annual return | 21.53% | 48.09%-26.6pp | 44.34%-22.8pp | 220.34%-198.8pp |
| Employer contribution / active EE | $0 | $6,591-100.0% | $6,227-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $3,580 | $9,614-62.8% | $9,135-60.8% | $6,407-44.1% |
| Admin fee / account holder | $6,306 | $17,308-63.6% | $16,298-61.3% | $12,270-48.6% |