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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 | $100,970-95.2% | $96,576-95.0% | $137,256-96.5% |
| Participation rate | 84.6% | 82.6%+2.0pp | 81.4%+3.2pp | 80.0%+4.7pp |
| Annual return | 56.39% | 38.16%+18.2pp | 38.47%+17.9pp | 220.34%-164.0pp |
| Employer contribution / active EE | $0 | $3,809-100.0% | $3,553-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $4,897 | $8,286-40.9% | $7,956-38.5% | $6,407-23.6% |
| Admin fee / account holder | $767 | $11,312-93.2% | $11,381-93.3% | $12,270-93.7% |