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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 | $4,342 | $123,155-96.5% | $108,753-96.0% | $155,188-97.2% |
| Participation rate | 75.0% | 75.6%-0.6pp | 71.1%+3.9pp | 80.8%-5.8pp |
| Annual return | 29.41% | 44.73%-15.3pp | 37.47%-8.1pp | 148.84%-119.4pp |
| Employer contribution / active EE | $0 | $2,811-100.0% | $2,427-100.0% | $4,248-100.0% |
| Participant deferral / active EE | $2,724 | $4,623-41.1% | $4,115-33.8% | $6,531-58.3% |
| Admin fee / account holder | $411 | $12,126-96.6% | $10,320-96.0% | $14,480-97.2% |