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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 | $1,901 | $107,809-98.2% | $97,032-98.0% | $155,188-98.8% |
| Participation rate | 83.3% | 75.5%+7.9pp | 71.6%+11.8pp | 80.8%+2.5pp |
| Annual return | 18.66% | 38.06%-19.4pp | 35.38%-16.7pp | 148.84%-130.2pp |
| Employer contribution / active EE | $0 | $2,911-100.0% | $2,629-100.0% | $4,248-100.0% |
| Participant deferral / active EE | $4,415 | $5,129-13.9% | $4,672-5.5% | $6,531-32.4% |
| Admin fee / account holder | $1,379 | $10,717-87.1% | $9,418-85.4% | $14,480-90.5% |