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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 | $4,601 | $51,184-91.0% | $66,439-93.1% | $86,983-94.7% |
| Participation rate | 72.7% | 68.5%+4.2pp | 74.5%-1.8pp | 69.5%+3.2pp |
| Annual return | 22.56% | 17.07%+5.5pp | 757.66%-735.1pp | 25.83%-3.3pp |
| Employer contribution / active EE | $0 | $2,023-100.0% | $2,637-100.0% | $2,584-100.0% |
| Participant deferral / active EE | $1,241 | $2,927-57.6% | $3,876-68.0% | $4,194-70.4% |
| Admin fee / account holder | $321 | $4,154-92.3% | $6,173-94.8% | $7,856-95.9% |