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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 | $3,588 | $76,407-95.3% | $150,298-97.6% | $82,448-95.6% |
| Participation rate | 90.2% | 66.4%+23.8pp | 77.8%+12.4pp | 68.1%+22.1pp |
| Annual return | 19.03% | 39.99%-21.0pp | 62.79%-43.8pp | 41.64%-22.6pp |
| Employer contribution / active EE | $0 | $2,614-100.0% | $4,154-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $1,013 | $3,214-68.5% | $5,453-81.4% | $4,139-75.5% |
| Admin fee / account holder | $465 | $6,352-92.7% | $14,116-96.7% | $7,234-93.6% |