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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 | $1,577 | $61,605-97.4% | $112,273-98.6% | $75,173-97.9% |
| Participation rate | 93.8% | 61.7%+32.1pp | 72.4%+21.3pp | 67.2%+26.5pp |
| Annual return | 20.15% | 28.47%-8.3pp | 30.23%-10.1pp | 160.72%-140.6pp |
| Employer contribution / active EE | $0 | $2,015-100.0% | $3,431-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $1,362 | $3,108-56.2% | $4,800-71.6% | $4,126-67.0% |
| Admin fee / account holder | $367 | $4,862-92.5% | $7,752-95.3% | $5,651-93.5% |