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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 | $2,285 | $110,278-97.9% | $95,740-97.6% | $139,466-98.4% |
| Participation rate | 75.0% | 75.7%-0.7pp | 72.3%+2.7pp | 80.3%-5.3pp |
| Annual return | 21.66% | 27.19%-5.5pp | 28.41%-6.8pp | 373.66%-352.0pp |
| Employer contribution / active EE | $0 | $3,260-100.0% | $2,836-100.0% | $4,754-100.0% |
| Participant deferral / active EE | $878 | $4,674-81.2% | $4,244-79.3% | $6,712-86.9% |
| Admin fee / account holder | $413 | $6,613-93.8% | $5,676-92.7% | $11,409-96.4% |