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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 | $2,927 | $114,013-97.4% | $103,693-97.2% | $155,188-98.1% |
| Participation rate | 75.0% | 75.2%-0.2pp | 72.6%+2.4pp | 80.8%-5.8pp |
| Annual return | 41.22% | 49.31%-8.1pp | 47.61%-6.4pp | 148.84%-107.6pp |
| Employer contribution / active EE | $0 | $3,131-100.0% | $2,920-100.0% | $4,248-100.0% |
| Participant deferral / active EE | $2,189 | $4,970-56.0% | $4,579-52.2% | $6,531-66.5% |
| Admin fee / account holder | $424 | $8,407-95.0% | $7,858-94.6% | $14,480-97.1% |