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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 | $1,686 | $112,729-98.5% | $98,716-98.3% | $137,256-98.8% |
| Participation rate | 84.6% | 74.2%+10.4pp | 69.3%+15.3pp | 80.0%+4.7pp |
| Annual return | 36.30% | 38.48%-2.2pp | 31.81%+4.5pp | 220.34%-184.0pp |
| Employer contribution / active EE | $0 | $2,725-100.0% | $2,279-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $1,897 | $4,640-59.1% | $4,048-53.1% | $6,407-70.4% |
| Admin fee / account holder | $513 | $10,129-94.9% | $8,703-94.1% | $12,270-95.8% |