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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 | $4,587 | $213,785-97.9% | $185,441-97.5% | $155,188-97.0% |
| Participation rate | 94.7% | 83.2%+11.5pp | 80.3%+14.5pp | 80.8%+13.9pp |
| Annual return | 19.39% | 19.97%-0.6pp | 20.16%-0.8pp | 148.84%-129.4pp |
| Employer contribution / active EE | $0 | $5,393-100.0% | $4,672-100.0% | $4,248-100.0% |
| Participant deferral / active EE | $4,454 | $6,864-35.1% | $6,152-27.6% | $6,531-31.8% |
| Admin fee / account holder | $2,230 | $21,134-89.4% | $17,890-87.5% | $14,480-84.6% |