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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 | $6,650 | $97,289-93.2% | $92,805-92.8% | $155,188-95.7% |
| Participation rate | 83.3% | 84.2%-0.8pp | 83.5%-0.2pp | 80.8%+2.5pp |
| Annual return | 14.21% | 29.03%-14.8pp | 31.59%-17.4pp | 148.84%-134.6pp |
| Employer contribution / active EE | $0 | $3,632-100.0% | $3,424-100.0% | $4,248-100.0% |
| Participant deferral / active EE | $4,385 | $8,795-50.1% | $8,448-48.1% | $6,531-32.9% |
| Admin fee / account holder | $451 | $12,015-96.2% | $10,911-95.9% | $14,480-96.9% |