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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 | $110,379-94.9% | $102,412-94.5% | $145,884-96.1% |
| Participation rate | 88.2% | 77.9%+10.3pp | 74.5%+13.7pp | 80.3%+7.9pp |
| Annual return | 18.66% | 24.84%-6.2pp | 24.94%-6.3pp | 551.85%-533.2pp |
| Employer contribution / active EE | $0 | $4,216-100.0% | $3,870-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $3,588 | $5,622-36.2% | $5,060-29.1% | $6,690-46.4% |
| Admin fee / account holder | $542 | $9,745-94.4% | $8,388-93.5% | $13,392-96.0% |