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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 | $2,999 | $185,312-98.4% | $161,489-98.1% | $154,746-98.1% |
| Participation rate | 95.5% | 82.5%+13.0pp | 78.7%+16.8pp | 80.7%+14.8pp |
| Annual return | 16.44% | 103.84%-87.4pp | 89.72%-73.3pp | 172.34%-155.9pp |
| Employer contribution / active EE | $0 | $4,769-100.0% | $4,268-100.0% | $4,379-100.0% |
| Participant deferral / active EE | $2,113 | $6,350-66.7% | $5,630-62.5% | $6,730-68.6% |
| Admin fee / account holder | $688 | $18,654-96.3% | $16,006-95.7% | $14,365-95.2% |