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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 | $78,690-96.3% | $161,489-98.2% | $87,485-96.7% |
| Participation rate | 76.5% | 67.5%+9.0pp | 78.7%-2.2pp | 68.9%+7.5pp |
| Annual return | 25.33% | 32.74%-7.4pp | 89.72%-64.4pp | 26.06%-0.7pp |
| Employer contribution / active EE | $0 | $2,588-100.0% | $4,268-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $1,439 | $3,311-56.5% | $5,630-74.4% | $4,274-66.3% |
| Admin fee / account holder | $374 | $6,724-94.4% | $16,006-97.7% | $7,775-95.2% |