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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 | $5,279 | $162,821-96.8% | $133,978-96.1% | $158,982-96.7% |
| Participation rate | 100.0% | 83.2%+16.8pp | 79.8%+20.2pp | 82.0%+18.0pp |
| Annual return | 7.99% | 41.95%-34.0pp | 45.10%-37.1pp | 302.99%-295.0pp |
| Employer contribution / active EE | $0 | $4,976-100.0% | $3,919-100.0% | $4,763-100.0% |
| Participant deferral / active EE | $2,270 | $5,910-61.6% | $5,047-55.0% | $5,983-62.1% |
| Admin fee / account holder | $477 | $11,742-95.9% | $8,930-94.7% | $11,252-95.8% |