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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 | $5,855 | $129,737-95.5% | $119,126-95.1% | $154,746-96.2% |
| Participation rate | 88.9% | 78.9%+10.0pp | 75.8%+13.1pp | 80.7%+8.2pp |
| Annual return | 18.10% | 379.08%-361.0pp | 282.11%-264.0pp | 172.34%-154.2pp |
| Employer contribution / active EE | $0 | $4,375-100.0% | $4,034-100.0% | $4,379-100.0% |
| Participant deferral / active EE | $2,203 | $5,842-62.3% | $5,318-58.6% | $6,730-67.3% |
| Admin fee / account holder | $568 | $11,961-95.2% | $10,693-94.7% | $14,365-96.0% |