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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 | $5,129 | $102,609-95.0% | $98,090-94.8% | $138,895-96.3% |
| Participation rate | 75.0% | 82.8%-7.8pp | 81.5%-6.5pp | 79.9%-4.9pp |
| Annual return | 47.93% | 36.44%+11.5pp | 37.05%+10.9pp | 145.39%-97.5pp |
| Employer contribution / active EE | $0 | $3,867-100.0% | $3,606-100.0% | $4,194-100.0% |
| Participant deferral / active EE | $3,604 | $8,167-55.9% | $7,845-54.1% | $6,396-43.7% |
| Admin fee / account holder | $1,570 | $11,434-86.3% | $11,815-86.7% | $12,562-87.5% |