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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 | $5,891 | $132,634-95.6% | $115,768-94.9% | $137,256-95.7% |
| Participation rate | 94.4% | 77.9%+16.6pp | 74.4%+20.1pp | 80.0%+14.5pp |
| Annual return | 17.17% | 160.70%-143.5pp | 100.46%-83.3pp | 220.34%-203.2pp |
| Employer contribution / active EE | $0 | $3,360-100.0% | $2,940-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $1,587 | $5,619-71.8% | $4,917-67.7% | $6,407-75.2% |
| Admin fee / account holder | $365 | $15,028-97.6% | $12,439-97.1% | $12,270-97.0% |