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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 | $6,526 | $174,379-96.3% | $152,093-95.7% | $138,895-95.3% |
| Participation rate | 81.8% | 81.6%+0.2pp | 77.8%+4.1pp | 79.9%+1.9pp |
| Annual return | 21.19% | 74.86%-53.7pp | 66.36%-45.2pp | 145.39%-124.2pp |
| Employer contribution / active EE | $0 | $4,652-100.0% | $4,175-100.0% | $4,194-100.0% |
| Participant deferral / active EE | $3,462 | $6,159-43.8% | $5,451-36.5% | $6,396-45.9% |
| Admin fee / account holder | $768 | $16,880-95.5% | $14,497-94.7% | $12,562-93.9% |