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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 | $4,460 | $110,278-96.0% | $95,740-95.3% | $139,466-96.8% |
| Participation rate | 100.0% | 75.7%+24.3pp | 72.3%+27.7pp | 80.3%+19.7pp |
| Annual return | 18.26% | 27.19%-8.9pp | 28.41%-10.2pp | 373.66%-355.4pp |
| Employer contribution / active EE | $0 | $3,260-100.0% | $2,836-100.0% | $4,754-100.0% |
| Participant deferral / active EE | $3,213 | $4,674-31.3% | $4,244-24.3% | $6,712-52.1% |
| Admin fee / account holder | $2,555 | $6,613-61.4% | $5,676-55.0% | $11,409-77.6% |