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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 | $4,300 | $181,062-97.6% | $158,223-97.3% | $155,188-97.2% |
| Participation rate | 90.0% | 82.7%+7.3pp | 79.2%+10.8pp | 80.8%+9.2pp |
| Annual return | 60.41% | 57.39%+3.0pp | 52.09%+8.3pp | 148.84%-88.4pp |
| Employer contribution / active EE | $0 | $4,565-100.0% | $4,109-100.0% | $4,248-100.0% |
| Participant deferral / active EE | $3,665 | $6,134-40.3% | $5,467-33.0% | $6,531-43.9% |
| Admin fee / account holder | $10,005 | $18,825-46.9% | $16,047-37.7% | $14,480-30.9% |