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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 | $102,609-95.9% | $98,090-95.7% | $138,895-97.0% |
| Participation rate | 83.3% | 82.8%+0.6pp | 81.5%+1.8pp | 79.9%+3.4pp |
| Annual return | 26.37% | 36.44%-10.1pp | 37.05%-10.7pp | 145.39%-119.0pp |
| Employer contribution / active EE | $0 | $3,867-100.0% | $3,606-100.0% | $4,194-100.0% |
| Participant deferral / active EE | $4,776 | $8,167-41.5% | $7,845-39.1% | $6,396-25.3% |
| Admin fee / account holder | $2,195 | $11,434-80.8% | $11,815-81.4% | $12,562-82.5% |