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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 | $6,259 | $136,860-95.4% | $120,344-94.8% | $154,746-96.0% |
| Participation rate | 100.0% | 79.9%+20.1pp | 76.7%+23.3pp | 80.7%+19.3pp |
| Annual return | 25.88% | 21.38%+4.5pp | 20.30%+5.6pp | 172.34%-146.5pp |
| Employer contribution / active EE | $0 | $3,533-100.0% | $3,020-100.0% | $4,379-100.0% |
| Participant deferral / active EE | $5,291 | $5,793-8.7% | $5,135+3.0% | $6,730-21.4% |
| Admin fee / account holder | $843 | $15,393-94.5% | $12,742-93.4% | $14,365-94.1% |