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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 | $7,767 | $181,062-95.7% | $158,223-95.1% | $155,188-95.0% |
| Participation rate | 100.0% | 82.7%+17.3pp | 79.2%+20.8pp | 80.8%+19.2pp |
| Annual return | 13.99% | 57.39%-43.4pp | 52.09%-38.1pp | 148.84%-134.8pp |
| Employer contribution / active EE | $0 | $4,565-100.0% | $4,109-100.0% | $4,248-100.0% |
| Participant deferral / active EE | $2,260 | $6,134-63.2% | $5,467-58.7% | $6,531-65.4% |
| Admin fee / account holder | $1,119 | $18,825-94.1% | $16,047-93.0% | $14,480-92.3% |