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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 | $4,950 | $176,105-97.2% | $159,474-96.9% | $167,536-97.0% |
| Participation rate | 90.9% | 85.0%+6.0pp | 82.8%+8.1pp | 82.1%+8.8pp |
| Annual return | 24.83% | 331.91%-307.1pp | 263.68%-238.8pp | 478.82%-454.0pp |
| Employer contribution / active EE | $0 | $5,299-100.0% | $4,831-100.0% | $4,839-100.0% |
| Participant deferral / active EE | $4,646 | $7,751-40.1% | $7,353-36.8% | $6,342-26.8% |
| Admin fee / account holder | $1,740 | $12,559-86.1% | $10,802-83.9% | $12,315-85.9% |