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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 | $123,155-98.6% | $108,753-98.4% | $155,188-98.9% |
| Participation rate | 84.6% | 75.6%+9.0pp | 71.1%+13.5pp | 80.8%+3.8pp |
| Annual return | 36.30% | 44.73%-8.4pp | 37.47%-1.2pp | 148.84%-112.5pp |
| Employer contribution / active EE | $0 | $2,811-100.0% | $2,427-100.0% | $4,248-100.0% |
| Participant deferral / active EE | $1,897 | $4,623-59.0% | $4,115-53.9% | $6,531-71.0% |
| Admin fee / account holder | $513 | $12,126-95.8% | $10,320-95.0% | $14,480-96.5% |