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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 | $181,062-95.9% | $158,223-95.3% | $155,188-95.2% |
| Participation rate | 76.5% | 82.7%-6.2pp | 79.2%-2.7pp | 80.8%-4.3pp |
| Annual return | 18.13% | 57.39%-39.3pp | 52.09%-34.0pp | 148.84%-130.7pp |
| Employer contribution / active EE | $0 | $4,565-100.0% | $4,109-100.0% | $4,248-100.0% |
| Participant deferral / active EE | $2,127 | $6,134-65.3% | $5,467-61.1% | $6,531-67.4% |
| Admin fee / account holder | $910 | $18,825-95.2% | $16,047-94.3% | $14,480-93.7% |