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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 | $63,703-96.7% | $93,063-97.7% | $82,448-97.4% |
| Participation rate | 76.7% | 63.8%+12.8pp | 72.1%+4.6pp | 68.1%+8.6pp |
| Annual return | 27.90% | -775.43%+803.3pp | 34.15%-6.3pp | 41.64%-13.7pp |
| Employer contribution / active EE | $0 | $1,729-100.0% | $2,476-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $1,736 | $2,919-40.5% | $3,958-56.1% | $4,139-58.1% |
| Admin fee / account holder | $669 | $5,982-88.8% | $6,033-88.9% | $7,234-90.8% |