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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 | $4,006 | $61,755-93.5% | $97,161-95.9% | $80,911-95.0% |
| Participation rate | 97.3% | 63.5%+33.8pp | 72.7%+24.6pp | 67.6%+29.6pp |
| Annual return | 29.30% | -557.90%+587.2pp | 75.36%-46.1pp | 35.63%-6.3pp |
| Employer contribution / active EE | $0 | $1,835-100.0% | $2,723-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $3,537 | $3,026+16.9% | $4,265-17.1% | $4,297-17.7% |
| Admin fee / account holder | $642 | $5,166-87.6% | $5,647-88.6% | $6,935-90.7% |