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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 | $3,084 | $177,156-98.3% | $147,027-97.9% | $154,746-98.0% |
| Participation rate | 100.0% | 79.4%+20.6pp | 73.7%+26.3pp | 80.7%+19.3pp |
| Annual return | 8.67% | 21.94%-13.3pp | 20.23%-11.6pp | 172.34%-163.7pp |
| Employer contribution / active EE | $0 | $4,336-100.0% | $3,626-100.0% | $4,379-100.0% |
| Participant deferral / active EE | $1,971 | $5,797-66.0% | $4,933-60.0% | $6,730-70.7% |
| Admin fee / account holder | $1,821 | $14,904-87.8% | $12,223-85.1% | $14,365-87.3% |