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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 | $2,682 | $174,379-98.5% | $152,093-98.2% | $138,895-98.1% |
| Participation rate | 80.0% | 81.6%-1.6pp | 77.8%+2.2pp | 79.9%+0.1pp |
| Annual return | 27.18% | 74.86%-47.7pp | 66.36%-39.2pp | 145.39%-118.2pp |
| Employer contribution / active EE | $0 | $4,652-100.0% | $4,175-100.0% | $4,194-100.0% |
| Participant deferral / active EE | $1,769 | $6,159-71.3% | $5,451-67.6% | $6,396-72.3% |
| Admin fee / account holder | $650 | $16,880-96.1% | $14,497-95.5% | $12,562-94.8% |