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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 | $3,867 | $46,534-91.7% | $64,097-94.0% | $75,177-94.9% |
| Participation rate | 73.8% | 65.9%+7.8pp | 72.3%+1.5pp | 67.2%+6.6pp |
| Annual return | 0.00% | 26.07%-26.1pp | 33.75%-33.7pp | 160.75%-160.8pp |
| Employer contribution / active EE | $0 | $1,976-100.0% | $2,750-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $902 | $2,835-68.2% | $3,881-76.8% | $4,126-78.2% |
| Admin fee / account holder | $598 | $2,957-79.8% | $3,070-80.5% | $5,651-89.4% |