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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 | $5,146 | $181,062-97.2% | $158,223-96.7% | $155,188-96.7% |
| Participation rate | 71.4% | 82.7%-11.2pp | 79.2%-7.8pp | 80.8%-9.4pp |
| Annual return | 19.63% | 57.39%-37.8pp | 52.09%-32.5pp | 148.84%-129.2pp |
| Employer contribution / active EE | $0 | $4,565-100.0% | $4,109-100.0% | $4,248-100.0% |
| Participant deferral / active EE | $2,367 | $6,134-61.4% | $5,467-56.7% | $6,531-63.8% |
| Admin fee / account holder | $1,005 | $18,825-94.7% | $16,047-93.7% | $14,480-93.1% |