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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 | $102,245-96.2% | $89,340-95.6% | $137,256-97.1% |
| Participation rate | 83.3% | 74.9%+8.4pp | 69.6%+13.8pp | 80.0%+3.4pp |
| Annual return | 25.08% | 21.89%+3.2pp | 20.57%+4.5pp | 220.34%-195.3pp |
| Employer contribution / active EE | $0 | $2,529-100.0% | $2,231-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $2,581 | $4,436-41.8% | $3,823-32.5% | $6,407-59.7% |
| Admin fee / account holder | $1,011 | $8,085-87.5% | $6,704-84.9% | $12,270-91.8% |