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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 | $3,113 | $139,948-97.8% | $121,663-97.4% | $154,746-98.0% |
| Participation rate | 91.3% | 78.0%+13.3pp | 74.5%+16.8pp | 80.7%+10.6pp |
| Annual return | 41.49% | 230.52%-189.0pp | 147.54%-106.0pp | 172.34%-130.8pp |
| Employer contribution / active EE | $0 | $3,521-100.0% | $3,020-100.0% | $4,379-100.0% |
| Participant deferral / active EE | $2,434 | $5,629-56.8% | $4,887-50.2% | $6,730-63.8% |
| Admin fee / account holder | $577 | $17,321-96.7% | $14,289-96.0% | $14,365-96.0% |