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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 | $3,159 | $106,864-97.0% | $147,318-97.9% | $82,637-96.2% |
| Participation rate | 85.7% | 75.5%+10.2pp | 82.1%+3.6pp | 68.1%+17.7pp |
| Annual return | 36.46% | 27.49%+9.0pp | 70.43%-34.0pp | 53.51%-17.0pp |
| Employer contribution / active EE | $0 | $3,417-100.0% | $4,593-100.0% | $2,552-100.0% |
| Participant deferral / active EE | $2,656 | $6,496-59.1% | $7,906-66.4% | $4,126-35.6% |
| Admin fee / account holder | $340 | $8,415-96.0% | $13,708-97.5% | $7,339-95.4% |