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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 | $3,526 | $102,938-96.6% | $94,105-96.3% | $138,895-97.5% |
| Participation rate | 100.0% | 74.6%+25.4pp | 71.9%+28.1pp | 79.9%+20.1pp |
| Annual return | 11.55% | 250.28%-238.7pp | 204.55%-193.0pp | 145.39%-133.8pp |
| Employer contribution / active EE | $0 | $2,732-100.0% | $2,504-100.0% | $4,194-100.0% |
| Participant deferral / active EE | $1,097 | $4,196-73.9% | $3,881-71.7% | $6,396-82.9% |
| Admin fee / account holder | $1,075 | $6,600-83.7% | $6,199-82.7% | $12,562-91.4% |