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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 | $2,295 | $117,895-98.1% | $102,460-97.8% | $145,897-98.4% |
| Participation rate | 91.7% | 78.6%+13.0pp | 76.5%+15.2pp | 80.3%+11.4pp |
| Annual return | 16.56% | 31.92%-15.4pp | 29.47%-12.9pp | 552.29%-535.7pp |
| Employer contribution / active EE | $0 | $3,619-100.0% | $3,025-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $2,688 | $5,736-53.1% | $5,056-46.8% | $6,689-59.8% |
| Admin fee / account holder | $305 | $13,353-97.7% | $9,460-96.8% | $13,390-97.7% |