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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 | $2,431 | $77,814-96.9% | $158,223-98.5% | $86,983-97.2% |
| Participation rate | 76.3% | 68.4%+7.9pp | 79.2%-2.9pp | 69.5%+6.8pp |
| Annual return | 12.44% | 30.54%-18.1pp | 52.09%-39.6pp | 25.83%-13.4pp |
| Employer contribution / active EE | $0 | $2,592-100.0% | $4,109-100.0% | $2,584-100.0% |
| Participant deferral / active EE | $1,493 | $3,270-54.3% | $5,467-72.7% | $4,194-64.4% |
| Admin fee / account holder | $2,071 | $5,879-64.8% | $16,047-87.1% | $7,856-73.6% |