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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 | $3,165 | $59,440-94.7% | $78,004-95.9% | $82,637-96.2% |
| Participation rate | 93.5% | 62.8%+30.7pp | 69.4%+24.1pp | 68.1%+25.5pp |
| Annual return | 13.84% | 40.24%-26.4pp | 31.07%-17.2pp | 53.51%-39.7pp |
| Employer contribution / active EE | $0 | $1,750-100.0% | $2,469-100.0% | $2,552-100.0% |
| Participant deferral / active EE | $2,465 | $3,138-21.5% | $4,092-39.8% | $4,126-40.3% |
| Admin fee / account holder | $779 | $5,504-85.8% | $7,578-89.7% | $7,339-89.4% |