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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 | $3,319 | $81,276-95.9% | $155,574-97.9% | $80,925-95.9% |
| Participation rate | 81.0% | 66.2%+14.7pp | 78.2%+2.7pp | 67.7%+13.3pp |
| Annual return | 13.44% | 33.36%-19.9pp | 64.87%-51.4pp | 35.65%-22.2pp |
| Employer contribution / active EE | $0 | $3,103-100.0% | $4,676-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $2,265 | $3,453-34.4% | $5,629-59.8% | $4,299-47.3% |
| Admin fee / account holder | $1,134 | $7,993-85.8% | $15,914-92.9% | $6,940-83.7% |