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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 | $3,741 | $102,609-96.4% | $98,090-96.2% | $138,895-97.3% |
| Participation rate | 75.0% | 82.8%-7.8pp | 81.5%-6.5pp | 79.9%-4.9pp |
| Annual return | 32.97% | 36.44%-3.5pp | 37.05%-4.1pp | 145.39%-112.4pp |
| Employer contribution / active EE | $0 | $3,867-100.0% | $3,606-100.0% | $4,194-100.0% |
| Participant deferral / active EE | $3,069 | $8,167-62.4% | $7,845-60.9% | $6,396-52.0% |
| Admin fee / account holder | $319 | $11,434-97.2% | $11,815-97.3% | $12,562-97.5% |