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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 | $4,448 | $106,974-95.8% | $90,796-95.1% | $138,895-96.8% |
| Participation rate | 70.0% | 74.9%-4.9pp | 69.5%+0.5pp | 79.9%-9.9pp |
| Annual return | 21.79% | 20.10%+1.7pp | 19.29%+2.5pp | 145.39%-123.6pp |
| Employer contribution / active EE | $0 | $2,609-100.0% | $2,294-100.0% | $4,194-100.0% |
| Participant deferral / active EE | $4,490 | $4,455+0.8% | $3,822+17.5% | $6,396-29.8% |
| Admin fee / account holder | $1,060 | $8,626-87.7% | $7,024-84.9% | $12,562-91.6% |