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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 | $4,507 | $114,119-96.1% | $107,187-95.8% | $138,895-96.8% |
| Participation rate | 81.8% | 78.1%+3.7pp | 75.0%+6.8pp | 79.9%+1.9pp |
| Annual return | 16.65% | 273.21%-256.6pp | 204.55%-187.9pp | 145.39%-128.7pp |
| Employer contribution / active EE | $8 | $4,059-99.8% | $3,782-99.8% | $4,194-99.8% |
| Participant deferral / active EE | $1,857 | $5,538-66.5% | $5,096-63.6% | $6,396-71.0% |
| Admin fee / account holder | $838 | $10,024-91.6% | $9,162-90.9% | $12,562-93.3% |