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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 | $3,240 | $114,013-97.2% | $103,693-96.9% | $155,188-97.9% |
| Participation rate | 85.7% | 75.2%+10.5pp | 72.6%+13.1pp | 80.8%+4.9pp |
| Annual return | 12.48% | 49.31%-36.8pp | 47.61%-35.1pp | 148.84%-136.4pp |
| Employer contribution / active EE | $0 | $3,131-100.0% | $2,920-100.0% | $4,248-100.0% |
| Participant deferral / active EE | $1,158 | $4,970-76.7% | $4,579-74.7% | $6,531-82.3% |
| Admin fee / account holder | $1,513 | $8,407-82.0% | $7,858-80.7% | $14,480-89.5% |