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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 | $1,442 | $25,014-94.2% | $69,632-97.9% | $80,959-98.2% |
| Participation rate | 74.3% | 64.2%+10.1pp | 66.4%+7.9pp | 67.7%+6.6pp |
| Annual return | 23.67% | 19.08%+4.6pp | 101.32%-77.7pp | 35.67%-12.0pp |
| Employer contribution / active EE | $0 | $991-100.0% | $1,708-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $1,093 | $1,840-40.6% | $2,889-62.2% | $4,300-74.6% |
| Admin fee / account holder | $566 | $2,491-77.3% | $4,695-88.0% | $6,925-91.8% |