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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 | $4,442 | $111,814-96.0% | $103,378-95.7% | $145,978-97.0% |
| Participation rate | 90.9% | 77.9%+13.0pp | 74.5%+16.4pp | 80.3%+10.6pp |
| Annual return | 12.48% | 24.80%-12.3pp | 24.91%-12.4pp | 550.52%-538.0pp |
| Employer contribution / active EE | $0 | $4,215-100.0% | $3,870-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $1,722 | $5,618-69.3% | $5,058-66.0% | $6,690-74.3% |
| Admin fee / account holder | $852 | $9,764-91.3% | $8,401-89.9% | $13,400-93.6% |