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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 | $6,358 | $126,113-95.0% | $116,096-94.5% | $155,188-95.9% |
| Participation rate | 75.0% | 75.1%-0.1pp | 73.3%+1.7pp | 80.8%-5.8pp |
| Annual return | 17.52% | 391.72%-374.2pp | 326.25%-308.7pp | 148.84%-131.3pp |
| Employer contribution / active EE | $0 | $2,672-100.0% | $2,503-100.0% | $4,248-100.0% |
| Participant deferral / active EE | $1,430 | $4,162-65.6% | $3,952-63.8% | $6,531-78.1% |
| Admin fee / account holder | $340 | $8,045-95.8% | $7,704-95.6% | $14,480-97.6% |