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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 | $90,538-97.5% | $88,457-97.5% | $154,746-98.5% |
| Participation rate | 100.0% | 80.9%+19.1pp | 78.6%+21.4pp | 80.7%+19.3pp |
| Annual return | 32.64% | 37.97%-5.3pp | 32.69%-0.1pp | 172.34%-139.7pp |
| Employer contribution / active EE | $0 | $4,914-100.0% | $4,681-100.0% | $4,379-100.0% |
| Participant deferral / active EE | $6,122 | $6,073+0.8% | $5,667+8.0% | $6,730-9.0% |
| Admin fee / account holder | $597 | $10,337-94.2% | $9,606-93.8% | $14,365-95.8% |