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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 | $103,164-95.0% | $90,259-94.3% | $154,746-96.7% |
| Participation rate | 70.0% | 76.1%-6.1pp | 70.7%-0.7pp | 80.7%-10.7pp |
| Annual return | 49.10% | 19.25%+29.8pp | 18.88%+30.2pp | 172.34%-123.2pp |
| Employer contribution / active EE | $0 | $2,532-100.0% | $2,291-100.0% | $4,379-100.0% |
| Participant deferral / active EE | $3,145 | $4,422-28.9% | $3,827-17.8% | $6,730-53.3% |
| Admin fee / account holder | $390 | $8,593-95.5% | $7,267-94.6% | $14,365-97.3% |