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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 | $2,462 | $114,013-97.8% | $103,693-97.6% | $155,188-98.4% |
| Participation rate | 90.9% | 75.2%+15.7pp | 72.6%+18.3pp | 80.8%+10.1pp |
| Annual return | 31.60% | 49.31%-17.7pp | 47.61%-16.0pp | 148.84%-117.2pp |
| Employer contribution / active EE | $0 | $3,131-100.0% | $2,920-100.0% | $4,248-100.0% |
| Participant deferral / active EE | $1,628 | $4,970-67.3% | $4,579-64.5% | $6,531-75.1% |
| Admin fee / account holder | $304 | $8,407-96.4% | $7,858-96.1% | $14,480-97.9% |