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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 | $3,717 | $45,082-91.8% | $69,464-94.6% | $72,975-94.9% |
| Participation rate | 70.2% | 68.5%+1.7pp | 74.6%-4.4pp | 69.5%+0.7pp |
| Annual return | 25.53% | 22.66%+2.9pp | 28.98%-3.5pp | 81.01%-55.5pp |
| Employer contribution / active EE | $0 | $2,055-100.0% | $2,779-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $1,199 | $2,604-54.0% | $3,536-66.1% | $3,608-66.8% |
| Admin fee / account holder | $489 | $3,057-84.0% | $3,840-87.3% | $5,124-90.5% |