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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 | $1,441 | $94,439-98.5% | $73,658-98.0% | $154,746-99.1% |
| Participation rate | 84.2% | 64.7%+19.5pp | 57.0%+27.2pp | 80.7%+3.5pp |
| Annual return | 10.32% | 28.25%-17.9pp | 29.72%-19.4pp | 172.34%-162.0pp |
| Employer contribution / active EE | $0 | $1,257-100.0% | $1,032-100.0% | $4,379-100.0% |
| Participant deferral / active EE | $624 | $2,527-75.3% | $2,062-69.7% | $6,730-90.7% |
| Admin fee / account holder | $462 | $3,843-88.0% | $3,357-86.2% | $14,365-96.8% |