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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 | $2,214 | $138,312-98.4% | $122,979-98.2% | $155,188-98.6% |
| Participation rate | 77.3% | 80.2%-2.9pp | 77.2%+0.1pp | 80.8%-3.5pp |
| Annual return | 41.22% | 22.06%+19.2pp | 20.12%+21.1pp | 148.84%-107.6pp |
| Employer contribution / active EE | $0 | $3,530-100.0% | $3,062-100.0% | $4,248-100.0% |
| Participant deferral / active EE | $2,106 | $5,592-62.4% | $5,003-57.9% | $6,531-67.8% |
| Admin fee / account holder | $432 | $15,089-97.1% | $12,864-96.6% | $14,480-97.0% |