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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 | $4,386 | $155,555-97.2% | $146,866-97.0% | $155,188-97.2% |
| Participation rate | 81.0% | 84.0%-3.0pp | 82.5%-1.6pp | 80.8%+0.1pp |
| Annual return | 13.55% | 115.41%-101.9pp | 102.85%-89.3pp | 148.84%-135.3pp |
| Employer contribution / active EE | $0 | $4,647-100.0% | $4,425-100.0% | $4,248-100.0% |
| Participant deferral / active EE | $2,579 | $8,044-67.9% | $7,759-66.8% | $6,531-60.5% |
| Admin fee / account holder | $3,197 | $14,755-78.3% | $13,620-76.5% | $14,480-77.9% |