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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 | $4,810 | $172,111-97.2% | $150,298-96.8% | $137,256-96.5% |
| Participation rate | 71.4% | 81.7%-10.3pp | 77.8%-6.3pp | 80.0%-8.5pp |
| Annual return | 26.58% | 69.37%-42.8pp | 62.79%-36.2pp | 220.34%-193.8pp |
| Employer contribution / active EE | $0 | $4,636-100.0% | $4,154-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $1,739 | $6,166-71.8% | $5,453-68.1% | $6,407-72.9% |
| Admin fee / account holder | $365 | $16,471-97.8% | $14,116-97.4% | $12,270-97.0% |