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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 | $6,525 | $136,860-95.2% | $120,344-94.6% | $154,746-95.8% |
| Participation rate | 78.6% | 79.9%-1.3pp | 76.7%+1.9pp | 80.7%-2.1pp |
| Annual return | 25.37% | 21.38%+4.0pp | 20.30%+5.1pp | 172.34%-147.0pp |
| Employer contribution / active EE | $0 | $3,533-100.0% | $3,020-100.0% | $4,379-100.0% |
| Participant deferral / active EE | $3,328 | $5,793-42.6% | $5,135-35.2% | $6,730-50.6% |
| Admin fee / account holder | $739 | $15,393-95.2% | $12,742-94.2% | $14,365-94.9% |