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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 | $3,797 | $115,931-96.7% | $185,441-98.0% | $86,983-95.6% |
| Participation rate | 79.7% | 73.6%+6.1pp | 80.3%-0.5pp | 69.5%+10.2pp |
| Annual return | 70.59% | 21.47%+49.1pp | 20.16%+50.4pp | 25.83%+44.8pp |
| Employer contribution / active EE | $0 | $2,937-100.0% | $4,672-100.0% | $2,584-100.0% |
| Participant deferral / active EE | $2,095 | $4,551-54.0% | $6,152-65.9% | $4,194-50.0% |
| Admin fee / account holder | $336 | $10,687-96.9% | $17,890-98.1% | $7,856-95.7% |