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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 | $2,384 | $48,011-95.0% | $63,803-96.3% | $82,637-97.1% |
| Participation rate | 86.5% | 66.6%+19.9pp | 72.7%+13.8pp | 68.1%+18.4pp |
| Annual return | 23.42% | 19.84%+3.6pp | 543.72%-520.3pp | 53.51%-30.1pp |
| Employer contribution / active EE | $0 | $1,904-100.0% | $2,532-100.0% | $2,552-100.0% |
| Participant deferral / active EE | $1,734 | $2,846-39.1% | $3,843-54.9% | $4,126-58.0% |
| Admin fee / account holder | $385 | $3,873-90.1% | $5,196-92.6% | $7,339-94.8% |