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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 | $9,102 | $182,442-95.0% | $163,379-94.4% | $138,895-93.4% |
| Participation rate | 76.9% | 79.8%-2.9pp | 76.8%+0.1pp | 79.9%-3.0pp |
| Annual return | 28.42% | 72.74%-44.3pp | 63.41%-35.0pp | 145.39%-117.0pp |
| Employer contribution / active EE | $0 | $4,159-100.0% | $3,752-100.0% | $4,194-100.0% |
| Participant deferral / active EE | $3,828 | $6,817-43.8% | $6,282-39.1% | $6,396-40.1% |
| Admin fee / account holder | $543 | $10,396-94.8% | $9,818-94.5% | $12,562-95.7% |