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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 | $2,199 | $165,399-98.7% | $149,745-98.5% | $158,982-98.6% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 27.01% | 348.34%-321.3pp | 276.72%-249.7pp | 302.99%-276.0pp |
| Employer contribution / active EE | $0 | $5,105-100.0% | $4,646-100.0% | $4,763-100.0% |
| Participant deferral / active EE | $2,741 | $7,183-61.8% | $6,843-59.9% | $5,983-54.2% |
| Admin fee / account holder | $532 | $10,811-95.1% | $9,312-94.3% | $11,252-95.3% |