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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 | $2,482 | $172,111-98.6% | $150,298-98.3% | $137,256-98.2% |
| Participation rate | 79.2% | 81.7%-2.5pp | 77.8%+1.4pp | 80.0%-0.8pp |
| Annual return | 25.27% | 69.37%-44.1pp | 62.79%-37.5pp | 220.34%-195.1pp |
| Employer contribution / active EE | $0 | $4,636-100.0% | $4,154-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $1,828 | $6,166-70.3% | $5,453-66.5% | $6,407-71.5% |
| Admin fee / account holder | $435 | $16,471-97.4% | $14,116-96.9% | $12,270-96.5% |