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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 | $3,714 | $147,556-97.5% | $129,031-97.1% | $198,609-98.1% |
| Participation rate | 100.0% | 77.2%+22.8pp | 73.4%+26.6pp | 82.4%+17.6pp |
| Annual return | 16.64% | 37.41%-20.8pp | 34.67%-18.0pp | 202.70%-186.1pp |
| Employer contribution / active EE | $0 | $3,645-100.0% | $3,226-100.0% | $5,055-100.0% |
| Participant deferral / active EE | $2,240 | $5,760-61.1% | $5,217-57.1% | $6,977-67.9% |
| Admin fee / account holder | $384 | $15,467-97.5% | $13,208-97.1% | $19,030-98.0% |