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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 | $227,291-96.8% | $214,702-96.6% | $155,188-95.3% |
| Participation rate | 83.3% | 88.0%-4.6pp | 87.5%-4.1pp | 80.8%+2.5pp |
| Annual return | 21.53% | 60.08%-38.5pp | 54.55%-33.0pp | 148.84%-127.3pp |
| Employer contribution / active EE | $0 | $6,772-100.0% | $6,461-100.0% | $4,248-100.0% |
| Participant deferral / active EE | $3,580 | $9,582-62.6% | $9,147-60.9% | $6,531-45.2% |
| Admin fee / account holder | $6,306 | $20,413-69.1% | $19,830-68.2% | $14,480-56.4% |