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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 | $2,186 | $91,086-97.6% | $203,872-98.9% | $86,983-97.5% |
| Participation rate | 86.8% | 65.8%+21.0pp | 77.8%+9.0pp | 69.5%+17.3pp |
| Annual return | 24.57% | 22.30%+2.3pp | 85.11%-60.5pp | 25.83%-1.3pp |
| Employer contribution / active EE | $0 | $2,063-100.0% | $3,757-100.0% | $2,584-100.0% |
| Participant deferral / active EE | $2,152 | $4,019-46.4% | $6,388-66.3% | $4,194-48.7% |
| Admin fee / account holder | $1,099 | $8,987-87.8% | $11,730-90.6% | $7,856-86.0% |