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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 | $2,772 | $93,598-97.0% | $135,974-98.0% | $75,173-96.3% |
| Participation rate | 88.0% | 75.2%+12.8pp | 81.9%+6.1pp | 67.2%+20.8pp |
| Annual return | 58.61% | 30.89%+27.7pp | 68.30%-9.7pp | 160.72%-102.1pp |
| Employer contribution / active EE | $0 | $3,538-100.0% | $4,859-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $3,108 | $6,405-51.5% | $7,760-59.9% | $4,126-24.7% |
| Admin fee / account holder | $428 | $6,978-93.9% | $10,767-96.0% | $5,651-92.4% |