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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 | $106,588-95.2% | $94,215-94.6% | $155,188-96.7% |
| Participation rate | 100.0% | 74.3%+25.7pp | 70.0%+30.0pp | 80.8%+19.2pp |
| Annual return | 29.62% | 29.39%+0.2pp | 28.22%+1.4pp | 148.84%-119.2pp |
| Employer contribution / active EE | $0 | $3,080-100.0% | $2,675-100.0% | $4,248-100.0% |
| Participant deferral / active EE | $3,065 | $4,802-36.2% | $4,276-28.3% | $6,531-53.1% |
| Admin fee / account holder | $404 | $12,281-96.7% | $10,216-96.0% | $14,480-97.2% |