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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 | $3,011 | $56,063-94.6% | $76,051-96.0% | $80,911-96.3% |
| Participation rate | 84.4% | 62.0%+22.3pp | 69.1%+15.3pp | 67.6%+16.7pp |
| Annual return | 24.04% | 20.54%+3.5pp | 360.42%-336.4pp | 35.63%-11.6pp |
| Employer contribution / active EE | $0 | $1,874-100.0% | $2,690-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $2,174 | $3,052-28.8% | $4,257-48.9% | $4,297-49.4% |
| Admin fee / account holder | $654 | $5,240-87.5% | $6,416-89.8% | $6,935-90.6% |