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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 | $1,608 | $88,996-98.2% | $78,004-97.9% | $138,895-98.8% |
| Participation rate | 71.4% | 74.4%-2.9pp | 69.4%+2.0pp | 79.9%-8.5pp |
| Annual return | 15.23% | 28.03%-12.8pp | 31.07%-15.8pp | 145.39%-130.2pp |
| Employer contribution / active EE | $0 | $2,917-100.0% | $2,469-100.0% | $4,194-100.0% |
| Participant deferral / active EE | $1,198 | $4,724-74.6% | $4,092-70.7% | $6,396-81.3% |
| Admin fee / account holder | $708 | $8,807-92.0% | $7,578-90.7% | $12,562-94.4% |