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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 | $3,068 | $118,877-97.4% | $96,570-96.8% | $167,536-98.2% |
| Participation rate | 83.3% | 75.5%+7.8pp | 69.8%+13.5pp | 82.1%+1.2pp |
| Annual return | 9.72% | 50.50%-40.8pp | 37.79%-28.1pp | 478.82%-469.1pp |
| Employer contribution / active EE | $0 | $3,121-100.0% | $2,357-100.0% | $4,839-100.0% |
| Participant deferral / active EE | $2,115 | $4,617-54.2% | $3,849-45.1% | $6,342-66.7% |
| Admin fee / account holder | $2,638 | $8,069-67.3% | $6,182-57.3% | $12,315-78.6% |