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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 | $136,860-97.7% | $120,344-97.4% | $154,746-98.0% |
| Participation rate | 88.9% | 79.9%+9.0pp | 76.7%+12.2pp | 80.7%+8.2pp |
| Annual return | 25.29% | 21.38%+3.9pp | 20.30%+5.0pp | 172.34%-147.1pp |
| Employer contribution / active EE | $0 | $3,533-100.0% | $3,020-100.0% | $4,379-100.0% |
| Participant deferral / active EE | $3,615 | $5,793-37.6% | $5,135-29.6% | $6,730-46.3% |
| Admin fee / account holder | $482 | $15,393-96.9% | $12,742-96.2% | $14,365-96.6% |