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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 | $4,527 | $61,390-92.6% | $112,228-96.0% | $75,177-94.0% |
| Participation rate | 90.3% | 61.6%+28.7pp | 72.4%+17.9pp | 67.2%+23.1pp |
| Annual return | 76.20% | 28.47%+47.7pp | 30.23%+46.0pp | 160.75%-84.6pp |
| Employer contribution / active EE | $0 | $2,015-100.0% | $3,432-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $3,828 | $3,108+23.2% | $4,800-20.3% | $4,126-7.2% |
| Admin fee / account holder | $347 | $4,862-92.9% | $7,752-95.5% | $5,651-93.9% |