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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 | $4,544 | $155,555-97.1% | $146,866-96.9% | $155,188-97.1% |
| Participation rate | 95.2% | 84.0%+11.3pp | 82.5%+12.7pp | 80.8%+14.4pp |
| Annual return | 44.34% | 115.41%-71.1pp | 102.85%-58.5pp | 148.84%-104.5pp |
| Employer contribution / active EE | $0 | $4,647-100.0% | $4,425-100.0% | $4,248-100.0% |
| Participant deferral / active EE | $3,313 | $8,044-58.8% | $7,759-57.3% | $6,531-49.3% |
| Admin fee / account holder | $567 | $14,755-96.2% | $13,620-95.8% | $14,480-96.1% |