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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 | $3,517 | $90,400-96.1% | $186,193-98.1% | $87,485-96.0% |
| Participation rate | 82.1% | 66.2%+15.9pp | 77.1%+4.9pp | 68.9%+13.1pp |
| Annual return | 19.88% | 22.15%-2.3pp | 78.03%-58.1pp | 26.06%-6.2pp |
| Employer contribution / active EE | $0 | $2,170-100.0% | $3,918-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $1,904 | $4,330-56.0% | $6,513-70.8% | $4,274-55.5% |
| Admin fee / account holder | $738 | $8,673-91.5% | $11,058-93.3% | $7,775-90.5% |