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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 | $2,303 | $181,062-98.7% | $158,223-98.5% | $155,188-98.5% |
| Participation rate | 85.7% | 82.7%+3.1pp | 79.2%+6.5pp | 80.8%+4.9pp |
| Annual return | 16.34% | 57.39%-41.0pp | 52.09%-35.7pp | 148.84%-132.5pp |
| Employer contribution / active EE | $0 | $4,565-100.0% | $4,109-100.0% | $4,248-100.0% |
| Participant deferral / active EE | $2,736 | $6,134-55.4% | $5,467-50.0% | $6,531-58.1% |
| Admin fee / account holder | $1,288 | $18,825-93.2% | $16,047-92.0% | $14,480-91.1% |