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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 | $4,601 | $196,972-97.7% | $182,262-97.5% | $198,609-97.7% |
| Participation rate | 75.0% | 85.7%-10.7pp | 84.2%-9.2pp | 82.4%-7.4pp |
| Annual return | 14.23% | 158.27%-144.0pp | 140.60%-126.4pp | 202.70%-188.5pp |
| Employer contribution / active EE | $0 | $5,364-100.0% | $5,046-100.0% | $5,055-100.0% |
| Participant deferral / active EE | $3,827 | $8,643-55.7% | $8,276-53.8% | $6,977-45.1% |
| Admin fee / account holder | $3,208 | $18,429-82.6% | $16,712-80.8% | $19,030-83.1% |