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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 | $2,679 | $178,174-98.5% | $156,181-98.3% | $137,256-98.0% |
| Participation rate | 75.0% | 82.0%-7.0pp | 78.8%-3.8pp | 80.0%-5.0pp |
| Annual return | 39.87% | 84.19%-44.3pp | 64.87%-25.0pp | 220.34%-180.5pp |
| Employer contribution / active EE | $0 | $4,972-100.0% | $4,294-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $2,619 | $6,888-62.0% | $6,132-57.3% | $6,407-59.1% |
| Admin fee / account holder | $304 | $17,404-98.3% | $14,586-97.9% | $12,270-97.5% |