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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 | $3,929 | $103,164-96.2% | $90,259-95.6% | $154,746-97.5% |
| Participation rate | 83.3% | 76.1%+7.2pp | 70.7%+12.6pp | 80.7%+2.6pp |
| Annual return | 25.08% | 19.25%+5.8pp | 18.88%+6.2pp | 172.34%-147.3pp |
| Employer contribution / active EE | $0 | $2,532-100.0% | $2,291-100.0% | $4,379-100.0% |
| Participant deferral / active EE | $2,581 | $4,422-41.6% | $3,827-32.6% | $6,730-61.7% |
| Admin fee / account holder | $1,011 | $8,593-88.2% | $7,267-86.1% | $14,365-93.0% |