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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 | $879 | $102,245-99.1% | $89,340-99.0% | $137,256-99.4% |
| Participation rate | 80.0% | 74.9%+5.1pp | 69.6%+10.4pp | 80.0%0pp |
| Annual return | 17.51% | 21.89%-4.4pp | 20.57%-3.1pp | 220.34%-202.8pp |
| Employer contribution / active EE | $0 | $2,529-100.0% | $2,231-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $975 | $4,436-78.0% | $3,823-74.5% | $6,407-84.8% |
| Admin fee / account holder | $561 | $8,085-93.1% | $6,704-91.6% | $12,270-95.4% |