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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 | $5,580 | $157,829-96.5% | $136,867-95.9% | $198,609-97.2% |
| Participation rate | 91.7% | 77.2%+14.5pp | 74.5%+17.1pp | 82.4%+9.3pp |
| Annual return | 19.35% | 51.25%-31.9pp | 42.97%-23.6pp | 202.70%-183.3pp |
| Employer contribution / active EE | $0 | $3,923-100.0% | $3,547-100.0% | $5,055-100.0% |
| Participant deferral / active EE | $2,229 | $5,463-59.2% | $4,924-54.7% | $6,977-68.1% |
| Admin fee / account holder | $527 | $11,107-95.3% | $10,340-94.9% | $19,030-97.2% |