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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 | $3,788 | $69,274-94.5% | $64,097-94.1% | $139,487-97.3% |
| Participation rate | 77.8% | 75.6%+2.2pp | 72.3%+5.5pp | 80.3%-2.6pp |
| Annual return | 10.48% | 46.00%-35.5pp | 33.75%-23.3pp | 373.84%-363.4pp |
| Employer contribution / active EE | $0 | $3,187-100.0% | $2,750-100.0% | $4,755-100.0% |
| Participant deferral / active EE | $1,798 | $4,685-61.6% | $3,881-53.7% | $6,713-73.2% |
| Admin fee / account holder | $7,309 | $4,247+72.1% | $3,070+138.1% | $11,407-35.9% |