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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 | $2,192 | $96,731-97.7% | $123,973-98.2% | $86,983-97.5% |
| Participation rate | 92.6% | 70.0%+22.6pp | 76.7%+15.9pp | 69.5%+23.1pp |
| Annual return | 19.64% | 17.33%+2.3pp | 388.13%-368.5pp | 25.83%-6.2pp |
| Employer contribution / active EE | $0 | $3,297-100.0% | $4,126-100.0% | $2,584-100.0% |
| Participant deferral / active EE | $1,918 | $4,152-53.8% | $5,247-63.4% | $4,194-54.3% |
| Admin fee / account holder | $491 | $8,722-94.4% | $11,799-95.8% | $7,856-93.7% |