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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 | $2,457 | $213,785-98.9% | $185,441-98.7% | $155,188-98.4% |
| Participation rate | 88.9% | 83.2%+5.7pp | 80.3%+8.6pp | 80.8%+8.1pp |
| Annual return | 16.88% | 19.97%-3.1pp | 20.16%-3.3pp | 148.84%-132.0pp |
| Employer contribution / active EE | $0 | $5,393-100.0% | $4,672-100.0% | $4,248-100.0% |
| Participant deferral / active EE | $3,121 | $6,864-54.5% | $6,152-49.3% | $6,531-52.2% |
| Admin fee / account holder | $902 | $21,134-95.7% | $17,890-95.0% | $14,480-93.8% |