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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 | $126,661-97.6% | $113,397-97.3% | $138,895-97.8% |
| Participation rate | 88.9% | 79.4%+9.4pp | 76.5%+12.4pp | 79.9%+9.0pp |
| Annual return | 25.29% | 25.05%+0.2pp | 23.20%+2.1pp | 145.39%-120.1pp |
| Employer contribution / active EE | $0 | $3,456-100.0% | $2,977-100.0% | $4,194-100.0% |
| Participant deferral / active EE | $3,615 | $5,693-36.5% | $5,076-28.8% | $6,396-43.5% |
| Admin fee / account holder | $482 | $14,549-96.7% | $11,957-96.0% | $12,562-96.2% |