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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 | $5,279 | $174,379-97.0% | $152,093-96.5% | $138,895-96.2% |
| Participation rate | 90.9% | 81.6%+9.3pp | 77.8%+13.1pp | 79.9%+11.0pp |
| Annual return | 23.12% | 74.86%-51.7pp | 66.36%-43.2pp | 145.39%-122.3pp |
| Employer contribution / active EE | $0 | $4,652-100.0% | $4,175-100.0% | $4,194-100.0% |
| Participant deferral / active EE | $4,175 | $6,159-32.2% | $5,451-23.4% | $6,396-34.7% |
| Admin fee / account holder | $873 | $16,880-94.8% | $14,497-94.0% | $12,562-93.1% |