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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 | $4,742 | $134,817-96.5% | $123,973-96.2% | $155,188-96.9% |
| Participation rate | 71.4% | 79.4%-8.0pp | 76.7%-5.2pp | 80.8%-9.4pp |
| Annual return | 16.95% | 515.49%-498.5pp | 388.13%-371.2pp | 148.84%-131.9pp |
| Employer contribution / active EE | $0 | $4,425-100.0% | $4,126-100.0% | $4,248-100.0% |
| Participant deferral / active EE | $2,931 | $5,706-48.6% | $5,247-44.1% | $6,531-55.1% |
| Admin fee / account holder | $1,171 | $13,245-91.2% | $11,799-90.1% | $14,480-91.9% |