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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 | $7,896 | $156,398-95.0% | $147,318-94.6% | $138,895-94.3% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 79.9%+20.1pp |
| Annual return | 14.63% | 78.75%-64.1pp | 70.43%-55.8pp | 145.39%-130.8pp |
| Employer contribution / active EE | $0 | $4,853-100.0% | $4,593-100.0% | $4,194-100.0% |
| Participant deferral / active EE | $7,563 | $8,237-8.2% | $7,906-4.3% | $6,396+18.2% |
| Admin fee / account holder | $3,875 | $14,976-74.1% | $13,708-71.7% | $12,562-69.2% |