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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 | $4,727 | $172,111-97.3% | $150,298-96.9% | $137,256-96.6% |
| Participation rate | 89.5% | 81.7%+7.8pp | 77.8%+11.7pp | 80.0%+9.5pp |
| Annual return | 28.74% | 69.37%-40.6pp | 62.79%-34.0pp | 220.34%-191.6pp |
| Employer contribution / active EE | $0 | $4,636-100.0% | $4,154-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $2,670 | $6,166-56.7% | $5,453-51.0% | $6,407-58.3% |
| Admin fee / account holder | $380 | $16,471-97.7% | $14,116-97.3% | $12,270-96.9% |