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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 | $100,970-97.1% | $96,576-97.0% | $137,256-97.9% |
| Participation rate | 83.3% | 82.6%+0.7pp | 81.4%+1.9pp | 80.0%+3.4pp |
| Annual return | 43.57% | 38.16%+5.4pp | 38.47%+5.1pp | 220.34%-176.8pp |
| Employer contribution / active EE | $0 | $3,809-100.0% | $3,553-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $3,518 | $8,286-57.5% | $7,956-55.8% | $6,407-45.1% |
| Admin fee / account holder | $517 | $11,312-95.4% | $11,381-95.5% | $12,270-95.8% |