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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 | $2,291 | $202,440-98.9% | $169,390-98.6% | $139,466-98.4% |
| Participation rate | 100.0% | 81.1%+18.9pp | 77.2%+22.8pp | 80.3%+19.7pp |
| Annual return | 23.14% | 532.36%-509.2pp | 406.07%-382.9pp | 373.66%-350.5pp |
| Employer contribution / active EE | $0 | $4,693-100.0% | $4,013-100.0% | $4,754-100.0% |
| Participant deferral / active EE | $1,494 | $6,940-78.5% | $6,222-76.0% | $6,712-77.7% |
| Admin fee / account holder | $688 | $10,722-93.6% | $9,015-92.4% | $11,409-94.0% |