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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 | $1,986 | $51,638-96.2% | $68,368-97.1% | $82,448-97.6% |
| Participation rate | 77.4% | 63.6%+13.8pp | 73.8%+3.7pp | 68.1%+9.4pp |
| Annual return | 13.83% | 37.53%-23.7pp | 292.57%-278.7pp | 41.64%-27.8pp |
| Employer contribution / active EE | $0 | $2,047-100.0% | $2,649-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $819 | $2,914-71.9% | $4,123-80.1% | $4,139-80.2% |
| Admin fee / account holder | $479 | $4,643-89.7% | $5,150-90.7% | $7,234-93.4% |