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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 | $2,081 | $211,224-99.0% | $178,505-98.8% | $145,897-98.6% |
| Participation rate | 95.7% | 80.8%+14.8pp | 77.1%+18.5pp | 80.3%+15.3pp |
| Annual return | 14.91% | 30.28%-15.4pp | 27.16%-12.2pp | 552.29%-537.4pp |
| Employer contribution / active EE | $0 | $4,577-100.0% | $3,955-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $1,392 | $6,966-80.0% | $6,280-77.8% | $6,689-79.2% |
| Admin fee / account holder | $307 | $12,109-97.5% | $10,428-97.1% | $13,390-97.7% |