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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 | $5,859 | $182,442-96.8% | $163,379-96.4% | $138,895-95.8% |
| Participation rate | 84.6% | 79.8%+4.8pp | 76.8%+7.8pp | 79.9%+4.7pp |
| Annual return | 22.48% | 72.74%-50.3pp | 63.41%-40.9pp | 145.39%-122.9pp |
| Employer contribution / active EE | $0 | $4,159-100.0% | $3,752-100.0% | $4,194-100.0% |
| Participant deferral / active EE | $3,071 | $6,817-54.9% | $6,282-51.1% | $6,396-52.0% |
| Admin fee / account holder | $2,062 | $10,396-80.2% | $9,818-79.0% | $12,562-83.6% |