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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 | $2,334 | $106,588-97.8% | $94,215-97.5% | $155,188-98.5% |
| Participation rate | 87.5% | 74.3%+13.2pp | 70.0%+17.5pp | 80.8%+6.7pp |
| Annual return | 20.58% | 29.39%-8.8pp | 28.22%-7.6pp | 148.84%-128.3pp |
| Employer contribution / active EE | $0 | $3,080-100.0% | $2,675-100.0% | $4,248-100.0% |
| Participant deferral / active EE | $2,691 | $4,802-44.0% | $4,276-37.1% | $6,531-58.8% |
| Admin fee / account holder | $708 | $12,281-94.2% | $10,216-93.1% | $14,480-95.1% |