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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 | $4,193 | $162,136-97.4% | $152,301-97.2% | $154,746-97.3% |
| Participation rate | 90.0% | 84.1%+5.9pp | 82.4%+7.6pp | 80.7%+9.3pp |
| Annual return | 20.25% | 91.02%-70.8pp | 80.50%-60.3pp | 172.34%-152.1pp |
| Employer contribution / active EE | $0 | $4,890-100.0% | $4,624-100.0% | $4,379-100.0% |
| Participant deferral / active EE | $3,290 | $8,341-60.6% | $8,004-58.9% | $6,730-51.1% |
| Admin fee / account holder | $769 | $15,759-95.1% | $14,398-94.7% | $14,365-94.6% |