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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 | $2,188 | $36,948-94.1% | $73,658-97.0% | $87,485-97.5% |
| Participation rate | 97.4% | 46.8%+50.6pp | 57.0%+40.3pp | 68.9%+28.4pp |
| Annual return | 17.26% | 28.64%-11.4pp | 29.72%-12.5pp | 26.06%-8.8pp |
| Employer contribution / active EE | $0 | $670-100.0% | $1,032-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $1,357 | $1,379-1.6% | $2,062-34.2% | $4,274-68.2% |
| Admin fee / account holder | $488 | $2,531-80.7% | $3,357-85.5% | $7,775-93.7% |