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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 | $2,284 | $117,846-98.1% | $102,434-97.8% | $145,884-98.4% |
| Participation rate | 71.4% | 78.6%-7.2pp | 76.5%-5.1pp | 80.3%-8.9pp |
| Annual return | 14.51% | 31.90%-17.4pp | 29.46%-15.0pp | 551.85%-537.3pp |
| Employer contribution / active EE | $0 | $3,615-100.0% | $3,023-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $1,786 | $5,733-68.9% | $5,055-64.7% | $6,690-73.3% |
| Admin fee / account holder | $376 | $13,356-97.2% | $9,462-96.0% | $13,392-97.2% |