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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 | $3,273 | $88,672-96.3% | $105,223-96.9% | $82,448-96.0% |
| Participation rate | 89.7% | 67.9%+21.8pp | 75.0%+14.7pp | 68.1%+21.7pp |
| Annual return | 44.62% | 30.86%+13.8pp | 180.65%-136.0pp | 41.64%+3.0pp |
| Employer contribution / active EE | $0 | $3,048-100.0% | $3,689-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $3,644 | $4,036-9.7% | $5,072-28.2% | $4,139-12.0% |
| Admin fee / account holder | $705 | $7,146-90.1% | $8,859-92.0% | $7,234-90.3% |