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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 | $1,686 | $124,980-98.7% | $108,359-98.4% | $154,746-98.9% |
| Participation rate | 84.6% | 75.2%+9.4pp | 70.1%+14.5pp | 80.7%+3.9pp |
| Annual return | 36.30% | 45.00%-8.7pp | 36.89%-0.6pp | 172.34%-136.0pp |
| Employer contribution / active EE | $0 | $2,851-100.0% | $2,399-100.0% | $4,379-100.0% |
| Participant deferral / active EE | $1,897 | $4,743-60.0% | $4,137-54.1% | $6,730-71.8% |
| Admin fee / account holder | $513 | $11,502-95.5% | $9,741-94.7% | $14,365-96.4% |