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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 | $7,611 | $162,136-95.3% | $152,301-95.0% | $154,746-95.1% |
| Participation rate | 100.0% | 84.1%+15.9pp | 82.4%+17.6pp | 80.7%+19.3pp |
| Annual return | 22.68% | 91.02%-68.3pp | 80.50%-57.8pp | 172.34%-149.7pp |
| Employer contribution / active EE | $0 | $4,890-100.0% | $4,624-100.0% | $4,379-100.0% |
| Participant deferral / active EE | $4,970 | $8,341-40.4% | $8,004-37.9% | $6,730-26.2% |
| Admin fee / account holder | $1,487 | $15,759-90.6% | $14,398-89.7% | $14,365-89.7% |