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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 | $7,171 | $100,970-92.9% | $96,576-92.6% | $137,256-94.8% |
| Participation rate | 71.4% | 82.6%-11.2pp | 81.4%-10.0pp | 80.0%-8.5pp |
| Annual return | 33.51% | 38.16%-4.7pp | 38.47%-5.0pp | 220.34%-186.8pp |
| Employer contribution / active EE | $0 | $3,809-100.0% | $3,553-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $7,100 | $8,286-14.3% | $7,956-10.8% | $6,407+10.8% |
| Admin fee / account holder | $682 | $11,312-94.0% | $11,381-94.0% | $12,270-94.4% |