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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 | $1,548 | $97,125-98.4% | $86,233-98.2% | $137,256-98.9% |
| Participation rate | 80.0% | 74.2%+5.8pp | 69.0%+11.0pp | 80.0%0pp |
| Annual return | 18.05% | 74.19%-56.1pp | 61.39%-43.3pp | 220.34%-202.3pp |
| Employer contribution / active EE | $0 | $2,841-100.0% | $2,504-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $878 | $5,180-83.1% | $4,559-80.8% | $6,407-86.3% |
| Admin fee / account holder | $332 | $9,725-96.6% | $8,342-96.0% | $12,270-97.3% |