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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 | $3,085 | $174,379-98.2% | $152,093-98.0% | $138,895-97.8% |
| Participation rate | 100.0% | 81.6%+18.4pp | 77.8%+22.2pp | 79.9%+20.1pp |
| Annual return | 20.53% | 74.86%-54.3pp | 66.36%-45.8pp | 145.39%-124.9pp |
| Employer contribution / active EE | $0 | $4,652-100.0% | $4,175-100.0% | $4,194-100.0% |
| Participant deferral / active EE | $2,324 | $6,159-62.3% | $5,451-57.4% | $6,396-63.7% |
| Admin fee / account holder | $1,063 | $16,880-93.7% | $14,497-92.7% | $12,562-91.5% |