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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 | $185,312-99.2% | $161,489-99.1% | $154,746-99.0% |
| Participation rate | 95.0% | 82.5%+12.5pp | 78.7%+16.3pp | 80.7%+14.3pp |
| Annual return | 21.23% | 103.84%-82.6pp | 89.72%-68.5pp | 172.34%-151.1pp |
| Employer contribution / active EE | $0 | $4,769-100.0% | $4,268-100.0% | $4,379-100.0% |
| Participant deferral / active EE | $2,919 | $6,350-54.0% | $5,630-48.1% | $6,730-56.6% |
| Admin fee / account holder | $3,131 | $18,654-83.2% | $16,006-80.4% | $14,365-78.2% |