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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 | $1,707 | $61,125-97.2% | $94,057-98.2% | $87,485-98.0% |
| Participation rate | 83.3% | 64.1%+19.3pp | 73.3%+10.0pp | 68.9%+14.4pp |
| Annual return | 17.37% | 35.20%-17.8pp | 480.62%-463.3pp | 26.06%-8.7pp |
| Employer contribution / active EE | $0 | $2,136-100.0% | $2,933-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $869 | $3,260-73.3% | $4,709-81.5% | $4,274-79.7% |
| Admin fee / account holder | $373 | $5,629-93.4% | $7,244-94.8% | $7,775-95.2% |