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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 | $58,627-94.3% | $76,735-95.6% | $82,448-95.9% |
| Participation rate | 82.1% | 63.2%+18.9pp | 69.5%+12.6pp | 68.1%+14.1pp |
| Annual return | 25.57% | 39.10%-13.5pp | 29.77%-4.2pp | 41.64%-16.1pp |
| Employer contribution / active EE | $0 | $1,729-100.0% | $2,454-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $1,917 | $3,134-38.8% | $4,088-53.1% | $4,139-53.7% |
| Admin fee / account holder | $789 | $5,323-85.2% | $7,189-89.0% | $7,234-89.1% |