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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 | $6,362 | $154,228-95.9% | $145,433-95.6% | $137,256-95.4% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 24.26% | 74.59%-50.3pp | 66.58%-42.3pp | 220.34%-196.1pp |
| Employer contribution / active EE | $0 | $4,804-100.0% | $4,554-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $7,095 | $8,216-13.6% | $7,897-10.2% | $6,407+10.7% |
| Admin fee / account holder | $1,964 | $14,344-86.3% | $13,129-85.0% | $12,270-84.0% |