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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 | $1,686 | $99,380-98.3% | $90,312-98.1% | $155,188-98.9% |
| Participation rate | 78.6% | 77.3%+1.2pp | 72.9%+5.7pp | 80.8%-2.2pp |
| Annual return | 15.20% | 19.35%-4.1pp | 18.90%-3.7pp | 148.84%-133.6pp |
| Employer contribution / active EE | $0 | $2,390-100.0% | $2,243-100.0% | $4,248-100.0% |
| Participant deferral / active EE | $1,539 | $4,212-63.4% | $3,749-58.9% | $6,531-76.4% |
| Admin fee / account holder | $702 | $9,766-92.8% | $8,248-91.5% | $14,480-95.2% |