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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 | $3,253 | $114,013-97.1% | $103,693-96.9% | $155,188-97.9% |
| Participation rate | 81.8% | 75.2%+6.6pp | 72.6%+9.2pp | 80.8%+1.0pp |
| Annual return | 15.88% | 49.31%-33.4pp | 47.61%-31.7pp | 148.84%-133.0pp |
| Employer contribution / active EE | $0 | $3,131-100.0% | $2,920-100.0% | $4,248-100.0% |
| Participant deferral / active EE | $2,760 | $4,970-44.5% | $4,579-39.7% | $6,531-57.7% |
| Admin fee / account holder | $2,371 | $8,407-71.8% | $7,858-69.8% | $14,480-83.6% |