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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 | $2,684 | $102,938-97.4% | $94,105-97.1% | $138,895-98.1% |
| Participation rate | 93.8% | 74.6%+19.1pp | 71.9%+21.8pp | 79.9%+13.8pp |
| Annual return | 24.77% | 250.28%-225.5pp | 204.55%-179.8pp | 145.39%-120.6pp |
| Employer contribution / active EE | $0 | $2,732-100.0% | $2,504-100.0% | $4,194-100.0% |
| Participant deferral / active EE | $1,635 | $4,196-61.0% | $3,881-57.9% | $6,396-74.4% |
| Admin fee / account holder | $619 | $6,600-90.6% | $6,199-90.0% | $12,562-95.1% |