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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 | $2,792 | $75,541-96.3% | $152,093-98.2% | $82,637-96.6% |
| Participation rate | 88.5% | 66.5%+21.9pp | 77.8%+10.7pp | 68.1%+20.4pp |
| Annual return | 44.88% | 32.56%+12.3pp | 66.36%-21.5pp | 53.51%-8.6pp |
| Employer contribution / active EE | $0 | $2,622-100.0% | $4,175-100.0% | $2,552-100.0% |
| Participant deferral / active EE | $1,624 | $3,206-49.3% | $5,451-70.2% | $4,126-60.6% |
| Admin fee / account holder | $527 | $6,405-91.8% | $14,497-96.4% | $7,339-92.8% |