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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 | $2,966 | $88,996-96.7% | $78,004-96.2% | $138,895-97.9% |
| Participation rate | 76.5% | 74.4%+2.1pp | 69.4%+7.0pp | 79.9%-3.4pp |
| Annual return | 15.40% | 28.03%-12.6pp | 31.07%-15.7pp | 145.39%-130.0pp |
| Employer contribution / active EE | $0 | $2,917-100.0% | $2,469-100.0% | $4,194-100.0% |
| Participant deferral / active EE | $1,632 | $4,724-65.4% | $4,092-60.1% | $6,396-74.5% |
| Admin fee / account holder | $1,410 | $8,807-84.0% | $7,578-81.4% | $12,562-88.8% |