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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 | $5,396 | $162,136-96.7% | $152,301-96.5% | $154,746-96.5% |
| Participation rate | 81.8% | 84.1%-2.3pp | 82.4%-0.6pp | 80.7%+1.1pp |
| Annual return | 26.27% | 91.02%-64.8pp | 80.50%-54.2pp | 172.34%-146.1pp |
| Employer contribution / active EE | $0 | $4,890-100.0% | $4,624-100.0% | $4,379-100.0% |
| Participant deferral / active EE | $5,550 | $8,341-33.5% | $8,004-30.7% | $6,730-17.5% |
| Admin fee / account holder | $1,833 | $15,759-88.4% | $14,398-87.3% | $14,365-87.2% |