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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 | $181,062-97.2% | $158,223-96.8% | $155,188-96.7% |
| Participation rate | 73.3% | 82.7%-9.3pp | 79.2%-5.9pp | 80.8%-7.5pp |
| Annual return | 27.09% | 57.39%-30.3pp | 52.09%-25.0pp | 148.84%-121.8pp |
| Employer contribution / active EE | $0 | $4,565-100.0% | $4,109-100.0% | $4,248-100.0% |
| Participant deferral / active EE | $2,591 | $6,134-57.8% | $5,467-52.6% | $6,531-60.3% |
| Admin fee / account holder | $1,820 | $18,825-90.3% | $16,047-88.7% | $14,480-87.4% |