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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 | $5,115 | $124,980-95.9% | $108,359-95.3% | $154,746-96.7% |
| Participation rate | 80.0% | 75.2%+4.8pp | 70.1%+9.9pp | 80.7%-0.7pp |
| Annual return | 20.17% | 45.00%-24.8pp | 36.89%-16.7pp | 172.34%-152.2pp |
| Employer contribution / active EE | $0 | $2,851-100.0% | $2,399-100.0% | $4,379-100.0% |
| Participant deferral / active EE | $2,601 | $4,743-45.2% | $4,137-37.1% | $6,730-61.4% |
| Admin fee / account holder | $567 | $11,502-95.1% | $9,741-94.2% | $14,365-96.1% |