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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 | $3,577 | $58,493-93.9% | $84,021-95.7% | $72,975-95.1% |
| Participation rate | 74.4% | 61.2%+13.1pp | 69.0%+5.3pp | 69.5%+4.9pp |
| Annual return | 0.00% | 28.93%-28.9pp | 71.32%-71.3pp | 81.01%-81.0pp |
| Employer contribution / active EE | $0 | $1,163-100.0% | $1,984-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $1,898 | $2,394-20.7% | $3,239-41.4% | $3,608-47.4% |
| Admin fee / account holder | $799 | $4,569-82.5% | $6,102-86.9% | $5,124-84.4% |