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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 | $4,298 | $174,379-97.5% | $152,093-97.2% | $138,895-96.9% |
| Participation rate | 77.3% | 81.6%-4.4pp | 77.8%-0.5pp | 79.9%-2.6pp |
| Annual return | 18.51% | 74.86%-56.4pp | 66.36%-47.9pp | 145.39%-126.9pp |
| Employer contribution / active EE | $0 | $4,652-100.0% | $4,175-100.0% | $4,194-100.0% |
| Participant deferral / active EE | $1,777 | $6,159-71.2% | $5,451-67.4% | $6,396-72.2% |
| Admin fee / account holder | $641 | $16,880-96.2% | $14,497-95.6% | $12,562-94.9% |