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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 | $5,623 | $111,814-95.0% | $103,374-94.6% | $145,959-96.1% |
| Participation rate | 88.2% | 77.9%+10.3pp | 74.5%+13.7pp | 80.3%+8.0pp |
| Annual return | 18.66% | 24.77%-6.1pp | 24.89%-6.2pp | 561.95%-543.3pp |
| Employer contribution / active EE | $0 | $4,214-100.0% | $3,869-100.0% | $4,661-100.0% |
| Participant deferral / active EE | $3,588 | $5,618-36.1% | $5,058-29.1% | $6,689-46.4% |
| Admin fee / account holder | $542 | $9,754-94.4% | $8,394-93.5% | $13,398-96.0% |