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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 | $8,315 | $185,312-95.5% | $161,489-94.9% | $154,746-94.6% |
| Participation rate | 87.5% | 82.5%+5.0pp | 78.7%+8.8pp | 80.7%+6.8pp |
| Annual return | 17.51% | 103.84%-86.3pp | 89.72%-72.2pp | 172.34%-154.8pp |
| Employer contribution / active EE | $0 | $4,769-100.0% | $4,268-100.0% | $4,379-100.0% |
| Participant deferral / active EE | $6,060 | $6,350-4.6% | $5,630+7.6% | $6,730-10.0% |
| Admin fee / account holder | $1,955 | $18,654-89.5% | $16,006-87.8% | $14,365-86.4% |