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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 | $1,885 | $107,733-98.2% | $92,985-98.0% | $154,746-98.8% |
| Participation rate | 100.0% | 74.6%+25.4pp | 69.5%+30.5pp | 80.7%+19.3pp |
| Annual return | 20.32% | 30.39%-10.1pp | 27.99%-7.7pp | 172.34%-152.0pp |
| Employer contribution / active EE | $0 | $3,126-100.0% | $2,662-100.0% | $4,379-100.0% |
| Participant deferral / active EE | $2,229 | $5,053-55.9% | $4,377-49.1% | $6,730-66.9% |
| Admin fee / account holder | $434 | $11,369-96.2% | $9,463-95.4% | $14,365-97.0% |