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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 | $2,543 | $225,673-98.9% | $203,872-98.8% | $155,188-98.4% |
| Participation rate | 86.7% | 80.3%+6.4pp | 77.8%+8.9pp | 80.8%+5.9pp |
| Annual return | 12.56% | 95.91%-83.4pp | 85.11%-72.6pp | 148.84%-136.3pp |
| Employer contribution / active EE | $0 | $4,099-100.0% | $3,757-100.0% | $4,248-100.0% |
| Participant deferral / active EE | $1,381 | $6,893-80.0% | $6,388-78.4% | $6,531-78.9% |
| Admin fee / account holder | $366 | $12,327-97.0% | $11,730-96.9% | $14,480-97.5% |