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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 | $4,701 | $111,814-95.8% | $103,378-95.5% | $145,978-96.8% |
| Participation rate | 73.3% | 77.9%-4.6pp | 74.5%-1.2pp | 80.3%-7.0pp |
| Annual return | 14.54% | 24.80%-10.3pp | 24.91%-10.4pp | 550.52%-536.0pp |
| Employer contribution / active EE | $0 | $4,215-100.0% | $3,870-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $2,413 | $5,618-57.0% | $5,058-52.3% | $6,690-63.9% |
| Admin fee / account holder | $423 | $9,764-95.7% | $8,401-95.0% | $13,400-96.8% |