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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 | $3,128 | $106,918-97.1% | $84,021-96.3% | $152,897-98.0% |
| Participation rate | 87.5% | 75.2%+12.3pp | 69.0%+18.5pp | 82.5%+5.0pp |
| Annual return | 58.03% | 105.01%-47.0pp | 71.32%-13.3pp | 345.43%-287.4pp |
| Employer contribution / active EE | $0 | $2,735-100.0% | $1,984-100.0% | $4,764-100.0% |
| Participant deferral / active EE | $3,769 | $4,012-6.1% | $3,239+16.4% | $5,851-35.6% |
| Admin fee / account holder | $760 | $8,288-90.8% | $6,102-87.5% | $11,599-93.4% |