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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 | $6,202 | $138,312-95.5% | $122,979-95.0% | $155,188-96.0% |
| Participation rate | 70.0% | 80.2%-10.2pp | 77.2%-7.2pp | 80.8%-10.8pp |
| Annual return | 42.44% | 22.06%+20.4pp | 20.12%+22.3pp | 148.84%-106.4pp |
| Employer contribution / active EE | $0 | $3,530-100.0% | $3,062-100.0% | $4,248-100.0% |
| Participant deferral / active EE | $4,526 | $5,592-19.1% | $5,003-9.5% | $6,531-30.7% |
| Admin fee / account holder | $1,088 | $15,089-92.8% | $12,864-91.5% | $14,480-92.5% |