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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 | $2,699 | $100,279-97.3% | $81,353-96.7% | $145,884-98.2% |
| Participation rate | 87.5% | 74.3%+13.2pp | 69.5%+18.0pp | 80.3%+7.2pp |
| Annual return | 9.86% | 34.49%-24.6pp | 24.82%-15.0pp | 551.85%-542.0pp |
| Employer contribution / active EE | $0 | $2,979-100.0% | $2,464-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $1,054 | $4,611-77.1% | $3,885-72.9% | $6,690-84.2% |
| Admin fee / account holder | $685 | $8,206-91.7% | $5,766-88.1% | $13,392-94.9% |