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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 | $3,061 | $107,809-97.2% | $97,032-96.8% | $155,188-98.0% |
| Participation rate | 100.0% | 75.5%+24.5pp | 71.6%+28.4pp | 80.8%+19.2pp |
| Annual return | 13.89% | 38.06%-24.2pp | 35.38%-21.5pp | 148.84%-134.9pp |
| Employer contribution / active EE | $0 | $2,911-100.0% | $2,629-100.0% | $4,248-100.0% |
| Participant deferral / active EE | $1,554 | $5,129-69.7% | $4,672-66.7% | $6,531-76.2% |
| Admin fee / account holder | $491 | $10,717-95.4% | $9,418-94.8% | $14,480-96.6% |