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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 | $2,408 | $115,225-97.9% | $100,712-97.6% | $138,895-98.3% |
| Participation rate | 87.5% | 74.3%+13.2pp | 69.3%+18.2pp | 79.9%+7.6pp |
| Annual return | 23.74% | 40.35%-16.6pp | 33.27%-9.5pp | 145.39%-121.7pp |
| Employer contribution / active EE | $0 | $2,771-100.0% | $2,313-100.0% | $4,194-100.0% |
| Participant deferral / active EE | $1,693 | $4,699-64.0% | $4,085-58.6% | $6,396-73.5% |
| Admin fee / account holder | $475 | $10,844-95.6% | $9,256-94.9% | $12,562-96.2% |