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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 | $4,112 | $157,276-97.4% | $141,177-97.1% | $152,885-97.3% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.5%+17.5pp |
| Annual return | 25.81% | 64.33%-38.5pp | 71.40%-45.6pp | 345.39%-319.6pp |
| Employer contribution / active EE | $0 | $5,262-100.0% | $4,736-100.0% | $4,763-100.0% |
| Participant deferral / active EE | $4,669 | $7,110-34.3% | $6,710-30.4% | $5,851-20.2% |
| Admin fee / account holder | $448 | $12,123-96.3% | $10,263-95.6% | $11,598-96.1% |