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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 | $4,822 | $97,289-95.0% | $92,805-94.8% | $155,188-96.9% |
| Participation rate | 84.6% | 84.2%+0.4pp | 83.5%+1.1pp | 80.8%+3.8pp |
| Annual return | 56.39% | 29.03%+27.4pp | 31.59%+24.8pp | 148.84%-92.5pp |
| Employer contribution / active EE | $0 | $3,632-100.0% | $3,424-100.0% | $4,248-100.0% |
| Participant deferral / active EE | $4,897 | $8,795-44.3% | $8,448-42.0% | $6,531-25.0% |
| Admin fee / account holder | $767 | $12,015-93.6% | $10,911-93.0% | $14,480-94.7% |