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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 | $5,465 | $100,895-94.6% | $90,430-94.0% | $158,950-96.6% |
| Participation rate | 86.7% | 75.0%+11.6pp | 72.7%+14.0pp | 82.0%+4.7pp |
| Annual return | 21.96% | 1725.54%-1703.6pp | 1293.73%-1271.8pp | 302.91%-280.9pp |
| Employer contribution / active EE | $0 | $3,689-100.0% | $3,262-100.0% | $4,762-100.0% |
| Participant deferral / active EE | $2,864 | $4,347-34.1% | $3,963-27.7% | $5,983-52.1% |
| Admin fee / account holder | $468 | $6,505-92.8% | $5,613-91.7% | $11,248-95.8% |