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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 | $4,201 | $100,970-95.8% | $96,576-95.6% | $137,256-96.9% |
| Participation rate | 83.3% | 82.6%+0.7pp | 81.4%+1.9pp | 80.0%+3.4pp |
| Annual return | 26.37% | 38.16%-11.8pp | 38.47%-12.1pp | 220.34%-194.0pp |
| Employer contribution / active EE | $0 | $3,809-100.0% | $3,553-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $4,776 | $8,286-42.4% | $7,956-40.0% | $6,407-25.5% |
| Admin fee / account holder | $2,195 | $11,312-80.6% | $11,381-80.7% | $12,270-82.1% |