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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 | $154,228-97.2% | $145,433-97.1% | $137,256-96.9% |
| Participation rate | 75.0% | 83.8%-8.8pp | 82.1%-7.1pp | 80.0%-5.0pp |
| Annual return | 82.69% | 74.59%+8.1pp | 66.58%+16.1pp | 220.34%-137.7pp |
| Employer contribution / active EE | $0 | $4,804-100.0% | $4,554-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $2,903 | $8,216-64.7% | $7,897-63.2% | $6,407-54.7% |
| Admin fee / account holder | $423 | $14,344-97.1% | $13,129-96.8% | $12,270-96.6% |