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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 | $2,300 | $97,289-97.6% | $92,805-97.5% | $155,188-98.5% |
| Participation rate | 84.6% | 84.2%+0.4pp | 83.5%+1.1pp | 80.8%+3.8pp |
| Annual return | 26.57% | 29.03%-2.5pp | 31.59%-5.0pp | 148.84%-122.3pp |
| Employer contribution / active EE | $0 | $3,632-100.0% | $3,424-100.0% | $4,248-100.0% |
| Participant deferral / active EE | $2,857 | $8,795-67.5% | $8,448-66.2% | $6,531-56.3% |
| Admin fee / account holder | $443 | $12,015-96.3% | $10,911-95.9% | $14,480-96.9% |