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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 | $4,696 | $217,427-97.8% | $185,837-97.5% | $167,518-97.2% |
| Participation rate | 72.2% | 86.0%-13.8pp | 81.7%-9.5pp | 82.1%-9.9pp |
| Annual return | 21.14% | 148.39%-127.3pp | 122.08%-100.9pp | 478.71%-457.6pp |
| Employer contribution / active EE | $0 | $5,874-100.0% | $5,168-100.0% | $4,838-100.0% |
| Participant deferral / active EE | $2,509 | $6,357-60.5% | $5,568-55.0% | $6,342-60.4% |
| Admin fee / account holder | $437 | $19,816-97.8% | $16,241-97.3% | $12,312-96.5% |