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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 | $4,888 | $148,623-96.7% | $135,974-96.4% | $139,466-96.5% |
| Participation rate | 80.0% | 83.9%-3.9pp | 81.9%-1.9pp | 80.3%-0.3pp |
| Annual return | 17.92% | 79.30%-61.4pp | 68.30%-50.4pp | 373.66%-355.7pp |
| Employer contribution / active EE | $0 | $5,246-100.0% | $4,859-100.0% | $4,754-100.0% |
| Participant deferral / active EE | $4,106 | $8,103-49.3% | $7,760-47.1% | $6,712-38.8% |
| Admin fee / account holder | $7,640 | $12,406-38.4% | $10,767-29.0% | $11,409-33.0% |