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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 | $1,837 | $110,212-98.3% | $96,534-98.1% | $139,466-98.7% |
| Participation rate | 100.0% | 78.1%+21.9pp | 76.0%+24.0pp | 80.3%+19.7pp |
| Annual return | 21.32% | 26.42%-5.1pp | 25.88%-4.6pp | 373.66%-352.3pp |
| Employer contribution / active EE | $0 | $3,620-100.0% | $2,965-100.0% | $4,754-100.0% |
| Participant deferral / active EE | $1,764 | $5,547-68.2% | $4,851-63.6% | $6,712-73.7% |
| Admin fee / account holder | $572 | $11,599-95.1% | $8,253-93.1% | $11,409-95.0% |