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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 | $5,480 | $212,386-97.4% | $199,883-97.3% | $138,895-96.1% |
| Participation rate | 100.0% | 87.4%+12.6pp | 86.8%+13.2pp | 79.9%+20.1pp |
| Annual return | 26.97% | 47.75%-20.8pp | 43.81%-16.8pp | 145.39%-118.4pp |
| Employer contribution / active EE | $0 | $6,625-100.0% | $6,261-100.0% | $4,194-100.0% |
| Participant deferral / active EE | $3,332 | $9,617-65.4% | $9,138-63.5% | $6,396-47.9% |
| Admin fee / account holder | $627 | $18,233-96.6% | $17,268-96.4% | $12,562-95.0% |