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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 | $4,028 | $107,809-96.3% | $97,032-95.8% | $155,188-97.4% |
| Participation rate | 91.7% | 75.5%+16.2pp | 71.6%+20.1pp | 80.8%+10.9pp |
| Annual return | 17.18% | 38.06%-20.9pp | 35.38%-18.2pp | 148.84%-131.7pp |
| Employer contribution / active EE | $1 | $2,911-100.0% | $2,629-100.0% | $4,248-100.0% |
| Participant deferral / active EE | $1,452 | $5,129-71.7% | $4,672-68.9% | $6,531-77.8% |
| Admin fee / account holder | $942 | $10,717-91.2% | $9,418-90.0% | $14,480-93.5% |