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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 | $5,097 | $174,379-97.1% | $152,093-96.6% | $138,895-96.3% |
| Participation rate | 73.3% | 81.6%-8.3pp | 77.8%-4.4pp | 79.9%-6.6pp |
| Annual return | 27.09% | 74.86%-47.8pp | 66.36%-39.3pp | 145.39%-118.3pp |
| Employer contribution / active EE | $0 | $4,652-100.0% | $4,175-100.0% | $4,194-100.0% |
| Participant deferral / active EE | $2,591 | $6,159-57.9% | $5,451-52.5% | $6,396-59.5% |
| Admin fee / account holder | $1,820 | $16,880-89.2% | $14,497-87.4% | $12,562-85.5% |