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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 | $75,541-96.3% | $152,093-98.2% | $82,637-96.6% |
| Participation rate | 78.6% | 66.5%+12.0pp | 77.8%+0.8pp | 68.1%+10.5pp |
| Annual return | 32.97% | 32.56%+0.4pp | 66.36%-33.4pp | 53.51%-20.5pp |
| Employer contribution / active EE | $0 | $2,622-100.0% | $4,175-100.0% | $2,552-100.0% |
| Participant deferral / active EE | $2,147 | $3,206-33.0% | $5,451-60.6% | $4,126-48.0% |
| Admin fee / account holder | $325 | $6,405-94.9% | $14,497-97.8% | $7,339-95.6% |