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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 | $2,915 | $172,111-98.3% | $150,298-98.1% | $137,256-97.9% |
| Participation rate | 86.7% | 81.7%+5.0pp | 77.8%+8.9pp | 80.0%+6.7pp |
| Annual return | 89.57% | 69.37%+20.2pp | 62.79%+26.8pp | 220.34%-130.8pp |
| Employer contribution / active EE | $0 | $4,636-100.0% | $4,154-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $1,930 | $6,166-68.7% | $5,453-64.6% | $6,407-69.9% |
| Admin fee / account holder | $551 | $16,471-96.7% | $14,116-96.1% | $12,270-95.5% |