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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 | $2,038 | $58,057-96.5% | $97,032-97.9% | $86,983-97.7% |
| Participation rate | 88.0% | 60.4%+27.6pp | 71.6%+16.4pp | 69.5%+18.5pp |
| Annual return | 0.00% | 22.26%-22.3pp | 35.38%-35.4pp | 25.83%-25.8pp |
| Employer contribution / active EE | $0 | $1,663-100.0% | $2,629-100.0% | $2,584-100.0% |
| Participant deferral / active EE | $2,454 | $3,244-24.4% | $4,672-47.5% | $4,194-41.5% |
| Admin fee / account holder | $305 | $4,839-93.7% | $9,418-96.8% | $7,856-96.1% |