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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 | $4,722 | $114,119-95.9% | $107,187-95.6% | $138,895-96.6% |
| Participation rate | 78.9% | 78.1%+0.9pp | 75.0%+3.9pp | 79.9%-1.0pp |
| Annual return | 25.15% | 273.21%-248.1pp | 204.55%-179.4pp | 145.39%-120.2pp |
| Employer contribution / active EE | $0 | $4,059-100.0% | $3,782-100.0% | $4,194-100.0% |
| Participant deferral / active EE | $1,892 | $5,538-65.8% | $5,096-62.9% | $6,396-70.4% |
| Admin fee / account holder | $655 | $10,024-93.5% | $9,162-92.8% | $12,562-94.8% |