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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 | $7,187 | $182,442-96.1% | $163,379-95.6% | $138,895-94.8% |
| Participation rate | 86.4% | 79.8%+6.6pp | 76.8%+9.5pp | 79.9%+6.4pp |
| Annual return | 37.88% | 72.74%-34.9pp | 63.41%-25.5pp | 145.39%-107.5pp |
| Employer contribution / active EE | $0 | $4,159-100.0% | $3,752-100.0% | $4,194-100.0% |
| Participant deferral / active EE | $4,476 | $6,817-34.3% | $6,282-28.8% | $6,396-30.0% |
| Admin fee / account holder | $1,846 | $10,396-82.2% | $9,818-81.2% | $12,562-85.3% |