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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 | $126,661-98.3% | $113,397-98.0% | $138,895-98.4% |
| Participation rate | 77.3% | 79.4%-2.2pp | 76.5%+0.8pp | 79.9%-2.6pp |
| Annual return | 41.22% | 25.05%+16.2pp | 23.20%+18.0pp | 145.39%-104.2pp |
| Employer contribution / active EE | $0 | $3,456-100.0% | $2,977-100.0% | $4,194-100.0% |
| Participant deferral / active EE | $2,106 | $5,693-63.0% | $5,076-58.5% | $6,396-67.1% |
| Admin fee / account holder | $432 | $14,549-97.0% | $11,957-96.4% | $12,562-96.6% |