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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 | $2,153 | $51,202-95.8% | $70,548-96.9% | $75,181-97.1% |
| Participation rate | 84.0% | 61.0%+23.0pp | 68.3%+15.7pp | 67.2%+16.8pp |
| Annual return | 26.17% | 30.05%-3.9pp | 32.78%-6.6pp | 160.69%-134.5pp |
| Employer contribution / active EE | $0 | $1,827-100.0% | $2,975-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $1,705 | $2,850-40.2% | $4,567-62.7% | $4,126-58.7% |
| Admin fee / account holder | $402 | $4,094-90.2% | $6,424-93.7% | $5,650-92.9% |