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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 | $2,932 | $156,398-98.1% | $147,318-98.0% | $138,895-97.9% |
| Participation rate | 84.2% | 83.8%+0.5pp | 82.1%+2.1pp | 79.9%+4.3pp |
| Annual return | 253.86% | 78.75%+175.1pp | 70.43%+183.4pp | 145.39%+108.5pp |
| Employer contribution / active EE | $0 | $4,853-100.0% | $4,593-100.0% | $4,194-100.0% |
| Participant deferral / active EE | $3,129 | $8,237-62.0% | $7,906-60.4% | $6,396-51.1% |
| Admin fee / account holder | $919 | $14,976-93.9% | $13,708-93.3% | $12,562-92.7% |