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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 | $4,261 | $156,398-97.3% | $147,318-97.1% | $138,895-96.9% |
| Participation rate | 75.0% | 83.8%-8.8pp | 82.1%-7.1pp | 79.9%-4.9pp |
| Annual return | 82.69% | 78.75%+3.9pp | 70.43%+12.3pp | 145.39%-62.7pp |
| Employer contribution / active EE | $0 | $4,853-100.0% | $4,593-100.0% | $4,194-100.0% |
| Participant deferral / active EE | $2,903 | $8,237-64.8% | $7,906-63.3% | $6,396-54.6% |
| Admin fee / account holder | $423 | $14,976-97.2% | $13,708-96.9% | $12,562-96.6% |