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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 | $3,367 | $59,440-94.3% | $78,004-95.7% | $82,637-95.9% |
| Participation rate | 82.1% | 62.8%+19.3pp | 69.4%+12.7pp | 68.1%+14.1pp |
| Annual return | 25.57% | 40.24%-14.7pp | 31.07%-5.5pp | 53.51%-27.9pp |
| Employer contribution / active EE | $0 | $1,750-100.0% | $2,469-100.0% | $2,552-100.0% |
| Participant deferral / active EE | $1,917 | $3,138-38.9% | $4,092-53.1% | $4,126-53.5% |
| Admin fee / account holder | $789 | $5,504-85.7% | $7,578-89.6% | $7,339-89.3% |