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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 | $4,549 | $106,974-95.7% | $90,796-95.0% | $138,895-96.7% |
| Participation rate | 78.3% | 74.9%+3.4pp | 69.5%+8.8pp | 79.9%-1.7pp |
| Annual return | 19.16% | 20.10%-0.9pp | 19.29%-0.1pp | 145.39%-126.2pp |
| Employer contribution / active EE | $0 | $2,609-100.0% | $2,294-100.0% | $4,194-100.0% |
| Participant deferral / active EE | $2,310 | $4,455-48.1% | $3,822-39.6% | $6,396-63.9% |
| Admin fee / account holder | $356 | $8,626-95.9% | $7,024-94.9% | $12,562-97.2% |