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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 | $4,538 | $183,627-97.5% | $155,602-97.1% | $145,978-96.9% |
| Participation rate | 95.7% | 82.7%+13.0pp | 78.2%+17.4pp | 80.3%+15.4pp |
| Annual return | 9.45% | 61.32%-51.9pp | 64.81%-55.4pp | 550.52%-541.1pp |
| Employer contribution / active EE | $3 | $5,316-100.0% | $4,675-99.9% | $4,662-99.9% |
| Participant deferral / active EE | $2,170 | $6,466-66.4% | $5,629-61.4% | $6,690-67.6% |
| Admin fee / account holder | $393 | $19,327-98.0% | $15,923-97.5% | $13,400-97.1% |