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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 | $57,590-96.5% | $86,233-97.6% | $82,448-97.5% |
| Participation rate | 88.0% | 57.9%+30.1pp | 69.0%+19.0pp | 68.1%+19.9pp |
| Annual return | 0.00% | 22.41%-22.4pp | 61.39%-61.4pp | 41.64%-41.6pp |
| Employer contribution / active EE | $0 | $1,655-100.0% | $2,504-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $2,454 | $3,080-20.3% | $4,559-46.2% | $4,139-40.7% |
| Admin fee / account holder | $305 | $4,730-93.6% | $8,342-96.3% | $7,234-95.8% |