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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 | $8,599 | $167,533-94.9% | $151,645-94.3% | $134,545-93.6% |
| Participation rate | 83.3% | 88.4%-5.0pp | 87.5%-4.2pp | 81.2%+2.1pp |
| Annual return | 19.82% | 7.81%+12.0pp | 3.34%+16.5pp | 418.37%-398.6pp |
| Employer contribution / active EE | $0 | $6,828-100.0% | $6,165-100.0% | $4,742-100.0% |
| Participant deferral / active EE | $3,327 | $8,985-63.0% | $8,363-60.2% | $6,401-48.0% |
| Admin fee / account holder | $602 | $13,781-95.6% | $11,614-94.8% | $11,431-94.7% |