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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 | $5,171 | $147,594-96.5% | $121,871-95.8% | $198,609-97.4% |
| Participation rate | 70.0% | 78.0%-8.0pp | 73.2%-3.2pp | 82.4%-12.4pp |
| Annual return | 49.10% | 12.94%+36.2pp | 13.57%+35.5pp | 202.70%-153.6pp |
| Employer contribution / active EE | $0 | $3,007-100.0% | $2,731-100.0% | $5,055-100.0% |
| Participant deferral / active EE | $3,145 | $5,168-39.2% | $4,318-27.2% | $6,977-54.9% |
| Admin fee / account holder | $390 | $15,134-97.4% | $11,551-96.6% | $19,030-98.0% |