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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 | $3,710 | $134,817-97.2% | $123,973-97.0% | $155,188-97.6% |
| Participation rate | 81.0% | 79.4%+1.6pp | 76.7%+4.3pp | 80.8%+0.1pp |
| Annual return | 21.37% | 515.49%-494.1pp | 388.13%-366.8pp | 148.84%-127.5pp |
| Employer contribution / active EE | $0 | $4,425-100.0% | $4,126-100.0% | $4,248-100.0% |
| Participant deferral / active EE | $2,550 | $5,706-55.3% | $5,247-51.4% | $6,531-61.0% |
| Admin fee / account holder | $1,234 | $13,245-90.7% | $11,799-89.5% | $14,480-91.5% |