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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 | $154,228-97.1% | $145,433-96.9% | $137,256-96.7% |
| Participation rate | 95.2% | 83.8%+11.4pp | 82.1%+13.1pp | 80.0%+15.3pp |
| Annual return | 44.34% | 74.59%-30.2pp | 66.58%-22.2pp | 220.34%-176.0pp |
| Employer contribution / active EE | $0 | $4,804-100.0% | $4,554-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $3,313 | $8,216-59.7% | $7,897-58.0% | $6,407-48.3% |
| Admin fee / account holder | $567 | $14,344-96.0% | $13,129-95.7% | $12,270-95.4% |