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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 | $3,084 | $124,425-97.5% | $112,040-97.2% | $137,256-97.8% |
| Participation rate | 88.9% | 79.3%+9.6pp | 76.5%+12.4pp | 80.0%+8.9pp |
| Annual return | 25.29% | 24.72%+0.6pp | 24.52%+0.8pp | 220.34%-195.1pp |
| Employer contribution / active EE | $0 | $3,411-100.0% | $2,954-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $3,615 | $5,718-36.8% | $5,098-29.1% | $6,407-43.6% |
| Admin fee / account holder | $482 | $15,207-96.8% | $12,098-96.0% | $12,270-96.1% |