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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 | $6,181 | $155,555-96.0% | $146,866-95.8% | $155,188-96.0% |
| Participation rate | 90.9% | 84.0%+7.0pp | 82.5%+8.4pp | 80.8%+10.1pp |
| Annual return | 28.22% | 115.41%-87.2pp | 102.85%-74.6pp | 148.84%-120.6pp |
| Employer contribution / active EE | $0 | $4,647-100.0% | $4,425-100.0% | $4,248-100.0% |
| Participant deferral / active EE | $3,723 | $8,044-53.7% | $7,759-52.0% | $6,531-43.0% |
| Admin fee / account holder | $1,387 | $14,755-90.6% | $13,620-89.8% | $14,480-90.4% |