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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 | $5,929 | $156,398-96.2% | $147,318-96.0% | $138,895-95.7% |
| Participation rate | 85.7% | 83.8%+2.0pp | 82.1%+3.6pp | 79.9%+5.8pp |
| Annual return | 49.73% | 78.75%-29.0pp | 70.43%-20.7pp | 145.39%-95.7pp |
| Employer contribution / active EE | $0 | $4,853-100.0% | $4,593-100.0% | $4,194-100.0% |
| Participant deferral / active EE | $5,792 | $8,237-29.7% | $7,906-26.7% | $6,396-9.4% |
| Admin fee / account holder | $3,595 | $14,976-76.0% | $13,708-73.8% | $12,562-71.4% |