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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 | $7,373 | $185,312-96.0% | $161,489-95.4% | $154,746-95.2% |
| Participation rate | 76.5% | 82.5%-6.0pp | 78.7%-2.2pp | 80.7%-4.2pp |
| Annual return | 18.13% | 103.84%-85.7pp | 89.72%-71.6pp | 172.34%-154.2pp |
| Employer contribution / active EE | $0 | $4,769-100.0% | $4,268-100.0% | $4,379-100.0% |
| Participant deferral / active EE | $2,127 | $6,350-66.5% | $5,630-62.2% | $6,730-68.4% |
| Admin fee / account holder | $910 | $18,654-95.1% | $16,006-94.3% | $14,365-93.7% |