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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 | $2,895 | $107,666-97.3% | $102,184-97.2% | $154,746-98.1% |
| Participation rate | 83.3% | 83.7%-0.4pp | 82.6%+0.7pp | 80.7%+2.6pp |
| Annual return | 43.57% | 29.33%+14.2pp | 31.58%+12.0pp | 172.34%-128.8pp |
| Employer contribution / active EE | $0 | $3,846-100.0% | $3,594-100.0% | $4,379-100.0% |
| Participant deferral / active EE | $3,518 | $8,719-59.7% | $8,309-57.7% | $6,730-47.7% |
| Admin fee / account holder | $517 | $12,943-96.0% | $11,609-95.5% | $14,365-96.4% |