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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 | $3,478 | $154,754-97.8% | $124,206-97.2% | $138,895-97.5% |
| Participation rate | 85.7% | 75.5%+10.2pp | 69.6%+16.1pp | 79.9%+5.8pp |
| Annual return | 17.25% | 709.28%-692.0pp | 515.27%-498.0pp | 145.39%-128.1pp |
| Employer contribution / active EE | $0 | $4,446-100.0% | $3,540-100.0% | $4,194-100.0% |
| Participant deferral / active EE | $2,425 | $4,621-47.5% | $3,968-38.9% | $6,396-62.1% |
| Admin fee / account holder | $341 | $6,690-94.9% | $5,929-94.2% | $12,562-97.3% |