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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 | $5,361 | $208,088-97.4% | $186,193-97.1% | $154,746-96.5% |
| Participation rate | 81.8% | 80.0%+1.8pp | 77.1%+4.7pp | 80.7%+1.1pp |
| Annual return | 21.91% | 89.97%-68.1pp | 78.03%-56.1pp | 172.34%-150.4pp |
| Employer contribution / active EE | $0 | $4,340-100.0% | $3,918-100.0% | $4,379-100.0% |
| Participant deferral / active EE | $1,570 | $7,078-77.8% | $6,513-75.9% | $6,730-76.7% |
| Admin fee / account holder | $302 | $11,698-97.4% | $11,058-97.3% | $14,365-97.9% |