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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 | $2,108 | $177,156-98.8% | $147,027-98.6% | $154,746-98.6% |
| Participation rate | 71.4% | 79.4%-7.9pp | 73.7%-2.3pp | 80.7%-9.3pp |
| Annual return | 18.07% | 21.94%-3.9pp | 20.23%-2.2pp | 172.34%-154.3pp |
| Employer contribution / active EE | $0 | $4,336-100.0% | $3,626-100.0% | $4,379-100.0% |
| Participant deferral / active EE | $1,587 | $5,797-72.6% | $4,933-67.8% | $6,730-76.4% |
| Admin fee / account holder | $1,445 | $14,904-90.3% | $12,223-88.2% | $14,365-89.9% |