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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 | $2,813 | $76,407-96.3% | $150,298-98.1% | $82,448-96.6% |
| Participation rate | 78.6% | 66.4%+12.2pp | 77.8%+0.8pp | 68.1%+10.5pp |
| Annual return | 32.97% | 39.99%-7.0pp | 62.79%-29.8pp | 41.64%-8.7pp |
| Employer contribution / active EE | $0 | $2,614-100.0% | $4,154-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $2,147 | $3,214-33.2% | $5,453-60.6% | $4,139-48.1% |
| Admin fee / account holder | $325 | $6,352-94.9% | $14,116-97.7% | $7,234-95.5% |