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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 | $4,273 | $110,410-96.1% | $102,437-95.8% | $145,897-97.1% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.5%+25.5pp | 80.3%+19.7pp |
| Annual return | 10.79% | 24.85%-14.1pp | 24.95%-14.2pp | 552.29%-541.5pp |
| Employer contribution / active EE | $0 | $4,217-100.0% | $3,871-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $1,849 | $5,622-67.1% | $5,060-63.5% | $6,689-72.4% |
| Admin fee / account holder | $2,222 | $9,745-77.2% | $8,388-73.5% | $13,390-83.4% |