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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 | $4,345 | $73,863-94.1% | $143,797-97.0% | $68,490-93.7% |
| Participation rate | 84.2% | 66.7%+17.5pp | 80.3%+3.9pp | 67.9%+16.3pp |
| Annual return | 35.71% | 0.91%+34.8pp | -0.04%+35.7pp | -7.85%+43.6pp |
| Employer contribution / active EE | $0 | $3,185-100.0% | $4,952-100.0% | $2,597-100.0% |
| Participant deferral / active EE | $4,618 | $3,385+36.4% | $5,638-18.1% | $4,028+14.7% |
| Admin fee / account holder | $1,053 | $5,756-81.7% | $14,679-92.8% | $5,403-80.5% |