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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 | $5,264 | $178,174-97.0% | $156,181-96.6% | $137,256-96.2% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.8%+21.2pp | 80.0%+20.0pp |
| Annual return | 29.50% | 84.19%-54.7pp | 64.87%-35.4pp | 220.34%-190.8pp |
| Employer contribution / active EE | $0 | $4,972-100.0% | $4,294-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $3,251 | $6,888-52.8% | $6,132-47.0% | $6,407-49.3% |
| Admin fee / account holder | $336 | $17,404-98.1% | $14,586-97.7% | $12,270-97.3% |