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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 | $5,099 | $88,996-94.3% | $78,004-93.5% | $138,895-96.3% |
| Participation rate | 100.0% | 74.4%+25.6pp | 69.4%+30.6pp | 79.9%+20.1pp |
| Annual return | 29.62% | 28.03%+1.6pp | 31.07%-1.4pp | 145.39%-115.8pp |
| Employer contribution / active EE | $0 | $2,917-100.0% | $2,469-100.0% | $4,194-100.0% |
| Participant deferral / active EE | $3,065 | $4,724-35.1% | $4,092-25.1% | $6,396-52.1% |
| Admin fee / account holder | $404 | $8,807-95.4% | $7,578-94.7% | $12,562-96.8% |