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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 | $4,948 | $103,164-95.2% | $90,259-94.5% | $154,746-96.8% |
| Participation rate | 100.0% | 76.1%+23.9pp | 70.7%+29.3pp | 80.7%+19.3pp |
| Annual return | 10.60% | 19.25%-8.7pp | 18.88%-8.3pp | 172.34%-161.7pp |
| Employer contribution / active EE | $0 | $2,532-100.0% | $2,291-100.0% | $4,379-100.0% |
| Participant deferral / active EE | $9,953 | $4,422+125.1% | $3,827+160.1% | $6,730+47.9% |
| Admin fee / account holder | $3,036 | $8,593-64.7% | $7,267-58.2% | $14,365-78.9% |