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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 | $106,588-97.2% | $94,215-96.9% | $155,188-98.1% |
| Participation rate | 76.5% | 74.3%+2.2pp | 70.0%+6.5pp | 80.8%-4.3pp |
| Annual return | 15.40% | 29.39%-14.0pp | 28.22%-12.8pp | 148.84%-133.4pp |
| Employer contribution / active EE | $0 | $3,080-100.0% | $2,675-100.0% | $4,248-100.0% |
| Participant deferral / active EE | $1,632 | $4,802-66.0% | $4,276-61.8% | $6,531-75.0% |
| Admin fee / account holder | $1,410 | $12,281-88.5% | $10,216-86.2% | $14,480-90.3% |