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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 | $77,814-96.2% | $158,223-98.2% | $86,983-96.6% |
| Participation rate | 76.5% | 68.4%+8.1pp | 79.2%-2.7pp | 69.5%+6.9pp |
| Annual return | 25.33% | 30.54%-5.2pp | 52.09%-26.8pp | 25.83%-0.5pp |
| Employer contribution / active EE | $0 | $2,592-100.0% | $4,109-100.0% | $2,584-100.0% |
| Participant deferral / active EE | $1,439 | $3,270-56.0% | $5,467-73.7% | $4,194-65.7% |
| Admin fee / account holder | $374 | $5,879-93.6% | $16,047-97.7% | $7,856-95.2% |