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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 | $4,694 | $111,814-95.8% | $103,378-95.5% | $145,978-96.8% |
| Participation rate | 83.3% | 77.9%+5.4pp | 74.5%+8.8pp | 80.3%+3.0pp |
| Annual return | 12.66% | 24.80%-12.1pp | 24.91%-12.2pp | 550.52%-537.9pp |
| Employer contribution / active EE | $0 | $4,215-100.0% | $3,870-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $2,081 | $5,618-63.0% | $5,058-58.9% | $6,690-68.9% |
| Admin fee / account holder | $4,089 | $9,764-58.1% | $8,401-51.3% | $13,400-69.5% |