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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 | $4,072 | $114,013-96.4% | $103,693-96.1% | $155,188-97.4% |
| Participation rate | 90.9% | 75.2%+15.7pp | 72.6%+18.3pp | 80.8%+10.1pp |
| Annual return | 18.39% | 49.31%-30.9pp | 47.61%-29.2pp | 148.84%-130.4pp |
| Employer contribution / active EE | $0 | $3,131-100.0% | $2,920-100.0% | $4,248-100.0% |
| Participant deferral / active EE | $1,761 | $4,970-64.6% | $4,579-61.5% | $6,531-73.0% |
| Admin fee / account holder | $463 | $8,407-94.5% | $7,858-94.1% | $14,480-96.8% |