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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 | $2,095 | $49,976-95.8% | $66,674-96.9% | $82,637-97.5% |
| Participation rate | 79.4% | 63.1%+16.3pp | 73.7%+5.7pp | 68.1%+11.4pp |
| Annual return | 14.70% | 39.09%-24.4pp | 321.24%-306.5pp | 53.51%-38.8pp |
| Employer contribution / active EE | $0 | $1,988-100.0% | $2,620-100.0% | $2,552-100.0% |
| Participant deferral / active EE | $660 | $2,847-76.8% | $4,084-83.8% | $4,126-84.0% |
| Admin fee / account holder | $499 | $4,594-89.1% | $5,098-90.2% | $7,339-93.2% |