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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 | $3,250 | $69,252-95.3% | $64,099-94.9% | $139,456-97.7% |
| Participation rate | 75.0% | 75.6%-0.6pp | 72.3%+2.7pp | 80.3%-5.3pp |
| Annual return | 21.35% | 45.89%-24.5pp | 33.70%-12.3pp | 373.45%-352.1pp |
| Employer contribution / active EE | $0 | $3,184-100.0% | $2,748-100.0% | $4,753-100.0% |
| Participant deferral / active EE | $2,958 | $4,683-36.8% | $3,881-23.8% | $6,711-55.9% |
| Admin fee / account holder | $1,017 | $4,248-76.0% | $3,070-66.9% | $11,407-91.1% |