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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 | $3,957 | $80,992-95.1% | $96,534-95.9% | $75,173-94.7% |
| Participation rate | 93.3% | 71.8%+21.5pp | 76.0%+17.4pp | 67.2%+26.1pp |
| Annual return | 23.18% | 27.05%-3.9pp | 25.88%-2.7pp | 160.72%-137.5pp |
| Employer contribution / active EE | $0 | $2,283-100.0% | $2,965-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $2,641 | $3,929-32.8% | $4,851-45.5% | $4,126-36.0% |
| Admin fee / account holder | $312 | $6,717-95.4% | $8,253-96.2% | $5,651-94.5% |