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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 | $2,715 | $225,673-98.8% | $203,872-98.7% | $155,188-98.3% |
| Participation rate | 75.0% | 80.3%-5.3pp | 77.8%-2.8pp | 80.8%-5.8pp |
| Annual return | 23.51% | 95.91%-72.4pp | 85.11%-61.6pp | 148.84%-125.3pp |
| Employer contribution / active EE | $0 | $4,099-100.0% | $3,757-100.0% | $4,248-100.0% |
| Participant deferral / active EE | $4,638 | $6,893-32.7% | $6,388-27.4% | $6,531-29.0% |
| Admin fee / account holder | $21,767 | $12,327+76.6% | $11,730+85.6% | $14,480+50.3% |