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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 | $2,832 | $77,908-96.4% | $149,696-98.1% | $75,173-96.2% |
| Participation rate | 81.1% | 65.6%+15.6pp | 78.8%+2.4pp | 67.2%+13.9pp |
| Annual return | 23.40% | 31.73%-8.3pp | 134.46%-111.1pp | 160.72%-137.3pp |
| Employer contribution / active EE | $0 | $3,138-100.0% | $4,821-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $2,122 | $3,411-37.8% | $5,682-62.7% | $4,126-48.6% |
| Admin fee / account holder | $726 | $5,950-87.8% | $13,212-94.5% | $5,651-87.2% |