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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 | $4,440 | $106,247-95.8% | $96,515-95.4% | $139,466-96.8% |
| Participation rate | 83.3% | 77.8%+5.5pp | 74.3%+9.0pp | 80.3%+3.0pp |
| Annual return | 22.26% | 38.47%-16.2pp | 35.73%-13.5pp | 373.66%-351.4pp |
| Employer contribution / active EE | $1 | $4,106-100.0% | $3,740-100.0% | $4,754-100.0% |
| Participant deferral / active EE | $2,087 | $5,456-61.7% | $4,880-57.2% | $6,712-68.9% |
| Admin fee / account holder | $337 | $7,885-95.7% | $6,735-95.0% | $11,409-97.1% |