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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 | $5,803 | $181,062-96.8% | $158,223-96.3% | $155,188-96.3% |
| Participation rate | 73.9% | 82.7%-8.7pp | 79.2%-5.3pp | 80.8%-6.9pp |
| Annual return | 21.30% | 57.39%-36.1pp | 52.09%-30.8pp | 148.84%-127.5pp |
| Employer contribution / active EE | $0 | $4,565-100.0% | $4,109-100.0% | $4,248-100.0% |
| Participant deferral / active EE | $2,108 | $6,134-65.6% | $5,467-61.4% | $6,531-67.7% |
| Admin fee / account holder | $612 | $18,825-96.7% | $16,047-96.2% | $14,480-95.8% |