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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 | $3,219 | $77,896-95.9% | $134,172-97.6% | $82,448-96.1% |
| Participation rate | 81.3% | 62.8%+18.5pp | 72.5%+8.8pp | 68.1%+13.2pp |
| Annual return | 17.96% | 18.21%-0.3pp | 25.30%-7.3pp | 41.64%-23.7pp |
| Employer contribution / active EE | $0 | $2,159-100.0% | $3,420-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $1,207 | $3,162-61.8% | $4,690-74.3% | $4,139-70.8% |
| Admin fee / account holder | $300 | $6,336-95.3% | $12,016-97.5% | $7,234-95.9% |