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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 | $6,155 | $102,609-94.0% | $98,090-93.7% | $138,895-95.6% |
| Participation rate | 100.0% | 82.8%+17.2pp | 81.5%+18.5pp | 79.9%+20.1pp |
| Annual return | 37.60% | 36.44%+1.2pp | 37.05%+0.6pp | 145.39%-107.8pp |
| Employer contribution / active EE | $0 | $3,867-100.0% | $3,606-100.0% | $4,194-100.0% |
| Participant deferral / active EE | $6,566 | $8,167-19.6% | $7,845-16.3% | $6,396+2.6% |
| Admin fee / account holder | $1,416 | $11,434-87.6% | $11,815-88.0% | $12,562-88.7% |