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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 | $2,797 | $106,974-97.4% | $90,796-96.9% | $138,895-98.0% |
| Participation rate | 87.5% | 74.9%+12.6pp | 69.5%+18.0pp | 79.9%+7.6pp |
| Annual return | 15.01% | 20.10%-5.1pp | 19.29%-4.3pp | 145.39%-130.4pp |
| Employer contribution / active EE | $0 | $2,609-100.0% | $2,294-100.0% | $4,194-100.0% |
| Participant deferral / active EE | $1,606 | $4,455-63.9% | $3,822-58.0% | $6,396-74.9% |
| Admin fee / account holder | $492 | $8,626-94.3% | $7,024-93.0% | $12,562-96.1% |