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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 | $7,238 | $107,666-93.3% | $102,184-92.9% | $154,746-95.3% |
| Participation rate | 100.0% | 83.7%+16.3pp | 82.6%+17.4pp | 80.7%+19.3pp |
| Annual return | 28.60% | 29.33%-0.7pp | 31.58%-3.0pp | 172.34%-143.7pp |
| Employer contribution / active EE | $0 | $3,846-100.0% | $3,594-100.0% | $4,379-100.0% |
| Participant deferral / active EE | $4,364 | $8,719-49.9% | $8,309-47.5% | $6,730-35.2% |
| Admin fee / account holder | $962 | $12,943-92.6% | $11,609-91.7% | $14,365-93.3% |