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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 | $4,222 | $183,516-97.7% | $155,534-97.3% | $145,884-97.1% |
| Participation rate | 80.0% | 82.7%-2.7pp | 78.2%+1.8pp | 80.3%-0.3pp |
| Annual return | 25.75% | 61.43%-35.7pp | 64.92%-39.2pp | 551.85%-526.1pp |
| Employer contribution / active EE | $0 | $5,315-100.0% | $4,675-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $3,222 | $6,467-50.2% | $5,630-42.8% | $6,690-51.8% |
| Admin fee / account holder | $416 | $19,293-97.8% | $15,900-97.4% | $13,392-96.9% |