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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 | $2,472 | $124,980-98.0% | $108,359-97.7% | $154,746-98.4% |
| Participation rate | 75.0% | 75.2%-0.2pp | 70.1%+4.9pp | 80.7%-5.7pp |
| Annual return | 10.52% | 45.00%-34.5pp | 36.89%-26.4pp | 172.34%-161.8pp |
| Employer contribution / active EE | $0 | $2,851-100.0% | $2,399-100.0% | $4,379-100.0% |
| Participant deferral / active EE | $6,362 | $4,743+34.1% | $4,137+53.8% | $6,730-5.5% |
| Admin fee / account holder | $13,194 | $11,502+14.7% | $9,741+35.5% | $14,365-8.2% |