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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 | $4,130 | $185,312-97.8% | $161,489-97.4% | $154,746-97.3% |
| Participation rate | 71.4% | 82.5%-11.0pp | 78.7%-7.3pp | 80.7%-9.3pp |
| Annual return | 34.92% | 103.84%-68.9pp | 89.72%-54.8pp | 172.34%-137.4pp |
| Employer contribution / active EE | $0 | $4,769-100.0% | $4,268-100.0% | $4,379-100.0% |
| Participant deferral / active EE | $2,155 | $6,350-66.1% | $5,630-61.7% | $6,730-68.0% |
| Admin fee / account holder | $391 | $18,654-97.9% | $16,006-97.6% | $14,365-97.3% |