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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 | $2,411 | $125,778-98.1% | $114,563-97.9% | $154,746-98.4% |
| Participation rate | 80.0% | 75.2%+4.8pp | 72.9%+7.1pp | 80.7%-0.7pp |
| Annual return | 37.41% | 295.14%-257.7pp | 241.09%-203.7pp | 172.34%-134.9pp |
| Employer contribution / active EE | $0 | $2,806-100.0% | $2,592-100.0% | $4,379-100.0% |
| Participant deferral / active EE | $1,889 | $4,445-57.5% | $4,142-54.4% | $6,730-71.9% |
| Admin fee / account holder | $427 | $8,190-94.8% | $7,623-94.4% | $14,365-97.0% |