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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 | $1,483 | $172,111-99.1% | $150,298-99.0% | $137,256-98.9% |
| Participation rate | 95.0% | 81.7%+13.3pp | 77.8%+17.2pp | 80.0%+15.0pp |
| Annual return | 21.23% | 69.37%-48.1pp | 62.79%-41.6pp | 220.34%-199.1pp |
| Employer contribution / active EE | $0 | $4,636-100.0% | $4,154-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $2,919 | $6,166-52.7% | $5,453-46.5% | $6,407-54.4% |
| Admin fee / account holder | $3,131 | $16,471-81.0% | $14,116-77.8% | $12,270-74.5% |