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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 | $4,053 | $162,136-97.5% | $152,301-97.3% | $154,746-97.4% |
| Participation rate | 91.7% | 84.1%+7.6pp | 82.4%+9.2pp | 80.7%+11.0pp |
| Annual return | 45.98% | 91.02%-45.0pp | 80.50%-34.5pp | 172.34%-126.4pp |
| Employer contribution / active EE | $0 | $4,890-100.0% | $4,624-100.0% | $4,379-100.0% |
| Participant deferral / active EE | $5,432 | $8,341-34.9% | $8,004-32.1% | $6,730-19.3% |
| Admin fee / account holder | $2,387 | $15,759-84.9% | $14,398-83.4% | $14,365-83.4% |