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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 | $8,610 | $181,896-95.3% | $156,551-94.5% | $273,972-96.9% |
| Participation rate | 77.3% | 88.4%-11.1pp | 84.0%-6.7pp | 83.0%-5.7pp |
| Annual return | 9.34% | 30.74%-21.4pp | 32.23%-22.9pp | 41.46%-32.1pp |
| Employer contribution / active EE | $0 | $6,248-100.0% | $5,501-100.0% | $4,869-100.0% |
| Participant deferral / active EE | $2,111 | $5,550-62.0% | $4,871-56.7% | $5,287-60.1% |
| Admin fee / account holder | $5,470 | $15,560-64.8% | $13,028-58.0% | $10,133-46.0% |