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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 | $2,738 | $76,407-96.4% | $150,298-98.2% | $82,448-96.7% |
| Participation rate | 87.8% | 66.4%+21.4pp | 77.8%+10.0pp | 68.1%+19.7pp |
| Annual return | 21.50% | 39.99%-18.5pp | 62.79%-41.3pp | 41.64%-20.1pp |
| Employer contribution / active EE | $0 | $2,614-100.0% | $4,154-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $2,584 | $3,214-19.6% | $5,453-52.6% | $4,139-37.6% |
| Admin fee / account holder | $392 | $6,352-93.8% | $14,116-97.2% | $7,234-94.6% |