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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 | $6,796 | $118,496-94.3% | $98,461-93.1% | $139,466-95.1% |
| Participation rate | 75.0% | 77.5%-2.5pp | 75.2%-0.2pp | 80.3%-5.3pp |
| Annual return | 23.74% | 18.96%+4.8pp | 21.17%+2.6pp | 373.66%-349.9pp |
| Employer contribution / active EE | $0 | $3,611-100.0% | $3,049-100.0% | $4,754-100.0% |
| Participant deferral / active EE | $3,381 | $5,393-37.3% | $4,738-28.6% | $6,712-49.6% |
| Admin fee / account holder | $1,886 | $14,056-86.6% | $8,961-79.0% | $11,409-83.5% |