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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 | $2,927 | $75,541-96.1% | $152,093-98.1% | $82,637-96.5% |
| Participation rate | 76.5% | 66.5%+9.9pp | 77.8%-1.3pp | 68.1%+8.4pp |
| Annual return | 25.33% | 32.56%-7.2pp | 66.36%-41.0pp | 53.51%-28.2pp |
| Employer contribution / active EE | $0 | $2,622-100.0% | $4,175-100.0% | $2,552-100.0% |
| Participant deferral / active EE | $1,439 | $3,206-55.1% | $5,451-73.6% | $4,126-65.1% |
| Admin fee / account holder | $374 | $6,405-94.2% | $14,497-97.4% | $7,339-94.9% |