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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 | $2,112 | $63,354-96.7% | $94,105-97.8% | $82,637-97.4% |
| Participation rate | 76.7% | 63.8%+12.8pp | 71.9%+4.7pp | 68.1%+8.6pp |
| Annual return | 27.90% | 34.36%-6.5pp | 204.55%-176.7pp | 53.51%-25.6pp |
| Employer contribution / active EE | $0 | $1,760-100.0% | $2,504-100.0% | $2,552-100.0% |
| Participant deferral / active EE | $1,736 | $2,873-39.6% | $3,881-55.3% | $4,126-57.9% |
| Admin fee / account holder | $669 | $5,073-86.8% | $6,199-89.2% | $7,339-90.9% |