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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 | $2,252 | $84,570-97.3% | $85,946-97.4% | $155,188-98.5% |
| Participation rate | 100.0% | 78.8%+21.2pp | 77.2%+22.8pp | 80.8%+19.2pp |
| Annual return | 32.64% | 35.96%-3.3pp | 31.33%+1.3pp | 148.84%-116.2pp |
| Employer contribution / active EE | $0 | $4,651-100.0% | $4,539-100.0% | $4,248-100.0% |
| Participant deferral / active EE | $6,122 | $5,847+4.7% | $5,465+12.0% | $6,531-6.3% |
| Admin fee / account holder | $597 | $12,225-95.1% | $11,250-94.7% | $14,480-95.9% |