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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 | $6,432 | $172,111-96.3% | $150,298-95.7% | $137,256-95.3% |
| Participation rate | 83.3% | 81.7%+1.6pp | 77.8%+5.6pp | 80.0%+3.4pp |
| Annual return | 38.86% | 69.37%-30.5pp | 62.79%-23.9pp | 220.34%-181.5pp |
| Employer contribution / active EE | $0 | $4,636-100.0% | $4,154-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $2,926 | $6,166-52.5% | $5,453-46.3% | $6,407-54.3% |
| Admin fee / account holder | $348 | $16,471-97.9% | $14,116-97.5% | $12,270-97.2% |