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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 | $4,690 | $110,410-95.8% | $102,437-95.4% | $145,897-96.8% |
| Participation rate | 86.7% | 77.9%+8.7pp | 74.5%+12.2pp | 80.3%+6.4pp |
| Annual return | 17.83% | 24.85%-7.0pp | 24.95%-7.1pp | 552.29%-534.5pp |
| Employer contribution / active EE | $0 | $4,217-100.0% | $3,871-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $3,726 | $5,622-33.7% | $5,060-26.4% | $6,689-44.3% |
| Admin fee / account holder | $361 | $9,745-96.3% | $8,388-95.7% | $13,390-97.3% |