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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 | $7,265 | $97,078-92.5% | $103,065-93.0% | $145,897-95.0% |
| Participation rate | 85.0% | 81.1%+3.9pp | 80.6%+4.4pp | 80.3%+4.7pp |
| Annual return | 17.12% | 25.49%-8.4pp | 23.95%-6.8pp | 552.29%-535.2pp |
| Employer contribution / active EE | $0 | $4,680-100.0% | $4,675-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $3,095 | $6,601-53.1% | $6,625-53.3% | $6,689-53.7% |
| Admin fee / account holder | $702 | $12,505-94.4% | $9,349-92.5% | $13,390-94.8% |