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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 | $7,988 | $156,398-94.9% | $147,318-94.6% | $138,895-94.2% |
| Participation rate | 75.0% | 83.8%-8.8pp | 82.1%-7.1pp | 79.9%-4.9pp |
| Annual return | 26.99% | 78.75%-51.8pp | 70.43%-43.4pp | 145.39%-118.4pp |
| Employer contribution / active EE | $0 | $4,853-100.0% | $4,593-100.0% | $4,194-100.0% |
| Participant deferral / active EE | $4,113 | $8,237-50.1% | $7,906-48.0% | $6,396-35.7% |
| Admin fee / account holder | $305 | $14,976-98.0% | $13,708-97.8% | $12,562-97.6% |