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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 | $9,968 | $185,312-94.6% | $161,489-93.8% | $154,746-93.6% |
| Participation rate | 72.7% | 82.5%-9.7pp | 78.7%-6.0pp | 80.7%-8.0pp |
| Annual return | 11.55% | 103.84%-92.3pp | 89.72%-78.2pp | 172.34%-160.8pp |
| Employer contribution / active EE | $0 | $4,769-100.0% | $4,268-100.0% | $4,379-100.0% |
| Participant deferral / active EE | $7,523 | $6,350+18.5% | $5,630+33.6% | $6,730+11.8% |
| Admin fee / account holder | $21,225 | $18,654+13.8% | $16,006+32.6% | $14,365+47.8% |