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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 | $5,092 | $107,666-95.3% | $102,184-95.0% | $154,746-96.7% |
| Participation rate | 100.0% | 83.7%+16.3pp | 82.6%+17.4pp | 80.7%+19.3pp |
| Annual return | 60.68% | 29.33%+31.4pp | 31.58%+29.1pp | 172.34%-111.7pp |
| Employer contribution / active EE | $0 | $3,846-100.0% | $3,594-100.0% | $4,379-100.0% |
| Participant deferral / active EE | $3,842 | $8,719-55.9% | $8,309-53.8% | $6,730-42.9% |
| Admin fee / account holder | $497 | $12,943-96.2% | $11,609-95.7% | $14,365-96.5% |