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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 | $4,081 | $154,228-97.4% | $145,433-97.2% | $137,256-97.0% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 35.71% | 74.59%-38.9pp | 66.58%-30.9pp | 220.34%-184.6pp |
| Employer contribution / active EE | $0 | $4,804-100.0% | $4,554-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $9,239 | $8,216+12.4% | $7,897+17.0% | $6,407+44.2% |
| Admin fee / account holder | $3,050 | $14,344-78.7% | $13,129-76.8% | $12,270-75.1% |