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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 | $3,953 | $183,627-97.8% | $155,602-97.5% | $145,978-97.3% |
| Participation rate | 87.5% | 82.7%+4.8pp | 78.2%+9.3pp | 80.3%+7.2pp |
| Annual return | 23.93% | 61.32%-37.4pp | 64.81%-40.9pp | 550.52%-526.6pp |
| Employer contribution / active EE | $0 | $5,316-100.0% | $4,675-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $3,465 | $6,466-46.4% | $5,629-38.4% | $6,690-48.2% |
| Admin fee / account holder | $1,679 | $19,327-91.3% | $15,923-89.5% | $13,400-87.5% |