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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 | $181,062-94.5% | $158,223-93.7% | $155,188-93.6% |
| Participation rate | 72.7% | 82.7%-9.9pp | 79.2%-6.5pp | 80.8%-8.1pp |
| Annual return | 11.55% | 57.39%-45.8pp | 52.09%-40.5pp | 148.84%-137.3pp |
| Employer contribution / active EE | $0 | $4,565-100.0% | $4,109-100.0% | $4,248-100.0% |
| Participant deferral / active EE | $7,523 | $6,134+22.6% | $5,467+37.6% | $6,531+15.2% |
| Admin fee / account holder | $21,225 | $18,825+12.7% | $16,047+32.3% | $14,480+46.6% |