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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 | $3,388 | $63,773-94.7% | $81,286-95.8% | $80,925-95.8% |
| Participation rate | 87.1% | 63.9%+23.2pp | 69.5%+17.6pp | 67.7%+19.4pp |
| Annual return | 64.55% | 16.37%+48.2pp | 24.80%+39.8pp | 35.65%+28.9pp |
| Employer contribution / active EE | $0 | $1,979-100.0% | $2,463-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $1,235 | $3,093-60.1% | $3,883-68.2% | $4,299-71.3% |
| Admin fee / account holder | $982 | $5,682-82.7% | $5,764-83.0% | $6,940-85.9% |