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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 | $7,365 | $123,155-94.0% | $108,753-93.2% | $155,188-95.3% |
| Participation rate | 70.8% | 75.6%-4.8pp | 71.1%-0.3pp | 80.8%-10.0pp |
| Annual return | 19.15% | 44.73%-25.6pp | 37.47%-18.3pp | 148.84%-129.7pp |
| Employer contribution / active EE | $0 | $2,811-100.0% | $2,427-100.0% | $4,248-100.0% |
| Participant deferral / active EE | $3,174 | $4,623-31.4% | $4,115-22.9% | $6,531-51.4% |
| Admin fee / account holder | $713 | $12,126-94.1% | $10,320-93.1% | $14,480-95.1% |