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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 | $3,082 | $48,011-93.6% | $63,803-95.2% | $82,637-96.3% |
| Participation rate | 88.9% | 66.6%+22.3pp | 72.7%+16.2pp | 68.1%+20.8pp |
| Annual return | 20.91% | 19.84%+1.1pp | 543.72%-522.8pp | 53.51%-32.6pp |
| Employer contribution / active EE | $0 | $1,904-100.0% | $2,532-100.0% | $2,552-100.0% |
| Participant deferral / active EE | $1,582 | $2,846-44.4% | $3,843-58.8% | $4,126-61.7% |
| Admin fee / account holder | $320 | $3,873-91.7% | $5,196-93.8% | $7,339-95.6% |