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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 | $3,734 | $211,288-98.2% | $178,540-97.9% | $145,884-97.4% |
| Participation rate | 77.8% | 80.8%-3.0pp | 77.1%+0.7pp | 80.3%-2.5pp |
| Annual return | 12.97% | 30.27%-17.3pp | 27.15%-14.2pp | 551.85%-538.9pp |
| Employer contribution / active EE | $0 | $4,574-100.0% | $3,953-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $1,653 | $6,967-76.3% | $6,281-73.7% | $6,690-75.3% |
| Admin fee / account holder | $364 | $12,105-97.0% | $10,424-96.5% | $13,392-97.3% |