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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 | $2,662 | $63,346-95.8% | $92,240-97.1% | $70,126-96.2% |
| Participation rate | 87.5% | 68.7%+18.8pp | 76.5%+11.0pp | 69.5%+18.0pp |
| Annual return | 24.85% | 530.19%-505.3pp | 176.29%-151.4pp | 73.15%-48.3pp |
| Employer contribution / active EE | -$1 | $2,471-100.1% | $3,680-100.0% | $2,343-100.1% |
| Participant deferral / active EE | $1,765 | $2,854-38.2% | $3,897-54.7% | $3,332-47.0% |
| Admin fee / account holder | $608 | $3,841-84.2% | $5,194-88.3% | $4,645-86.9% |