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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 | $3,509 | $161,352-97.8% | $134,172-97.4% | $137,256-97.4% |
| Participation rate | 87.5% | 78.3%+9.2pp | 72.5%+15.0pp | 80.0%+7.5pp |
| Annual return | 20.77% | 28.72%-7.9pp | 25.30%-4.5pp | 220.34%-199.6pp |
| Employer contribution / active EE | $0 | $4,099-100.0% | $3,420-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $2,445 | $5,552-56.0% | $4,690-47.9% | $6,407-61.8% |
| Admin fee / account holder | $663 | $15,028-95.6% | $12,016-94.5% | $12,270-94.6% |