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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 | $181,062-97.1% | $158,223-96.7% | $155,188-96.6% |
| Participation rate | 90.9% | 82.7%+8.3pp | 79.2%+11.7pp | 80.8%+10.1pp |
| Annual return | 23.12% | 57.39%-34.3pp | 52.09%-29.0pp | 148.84%-125.7pp |
| Employer contribution / active EE | $0 | $4,565-100.0% | $4,109-100.0% | $4,248-100.0% |
| Participant deferral / active EE | $4,175 | $6,134-31.9% | $5,467-23.6% | $6,531-36.1% |
| Admin fee / account holder | $873 | $18,825-95.4% | $16,047-94.6% | $14,480-94.0% |