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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 | $2,588 | $55,902-95.4% | $76,030-96.6% | $80,959-96.8% |
| Participation rate | 96.2% | 62.1%+34.1pp | 69.1%+27.1pp | 67.7%+28.5pp |
| Annual return | 12.93% | 20.59%-7.7pp | 361.54%-348.6pp | 35.67%-22.7pp |
| Employer contribution / active EE | $0 | $1,867-100.0% | $2,688-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $2,734 | $3,051-10.4% | $4,257-35.8% | $4,300-36.4% |
| Admin fee / account holder | $544 | $5,239-89.6% | $6,421-91.5% | $6,925-92.1% |