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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 | $2,020 | $151,427-98.7% | $112,860-98.2% | $154,746-98.7% |
| Participation rate | 77.3% | 69.1%+8.1pp | 66.3%+11.0pp | 80.7%-3.4pp |
| Annual return | 19.01% | 30.95%-11.9pp | 35.26%-16.2pp | 172.34%-153.3pp |
| Employer contribution / active EE | $0 | $2,750-100.0% | $2,206-100.0% | $4,379-100.0% |
| Participant deferral / active EE | $972 | $4,285-77.3% | $3,493-72.2% | $6,730-85.6% |
| Admin fee / account holder | $799 | $7,369-89.2% | $6,841-88.3% | $14,365-94.4% |