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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 | $2,408 | $123,155-98.0% | $108,753-97.8% | $155,188-98.4% |
| Participation rate | 87.5% | 75.6%+11.9pp | 71.1%+16.4pp | 80.8%+6.7pp |
| Annual return | 23.74% | 44.73%-21.0pp | 37.47%-13.7pp | 148.84%-125.1pp |
| Employer contribution / active EE | $0 | $2,811-100.0% | $2,427-100.0% | $4,248-100.0% |
| Participant deferral / active EE | $1,693 | $4,623-63.4% | $4,115-58.9% | $6,531-74.1% |
| Admin fee / account holder | $475 | $12,126-96.1% | $10,320-95.4% | $14,480-96.7% |