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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 | $5,454 | $100,194-94.6% | $122,979-95.6% | $86,983-93.7% |
| Participation rate | 73.8% | 73.0%+0.8pp | 77.2%-3.4pp | 69.5%+4.2pp |
| Annual return | 507.30% | 16.47%+490.8pp | 20.12%+487.2pp | 25.83%+481.5pp |
| Employer contribution / active EE | $0 | $2,326-100.0% | $3,062-100.0% | $2,584-100.0% |
| Participant deferral / active EE | $4,825 | $4,133+16.7% | $5,003-3.6% | $4,194+15.0% |
| Admin fee / account holder | $306 | $10,148-97.0% | $12,864-97.6% | $7,856-96.1% |