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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 | $3,194 | $114,119-97.2% | $107,187-97.0% | $138,895-97.7% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.0%+25.0pp | 79.9%+20.1pp |
| Annual return | 28.56% | 273.21%-244.6pp | 204.55%-176.0pp | 145.39%-116.8pp |
| Employer contribution / active EE | $0 | $4,059-100.0% | $3,782-100.0% | $4,194-100.0% |
| Participant deferral / active EE | $5,757 | $5,538+4.0% | $5,096+13.0% | $6,396-10.0% |
| Admin fee / account holder | $3,141 | $10,024-68.7% | $9,162-65.7% | $12,562-75.0% |