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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 | $2,528 | $78,690-96.8% | $161,489-98.4% | $87,485-97.1% |
| Participation rate | 84.6% | 67.5%+17.2pp | 78.7%+5.9pp | 68.9%+15.7pp |
| Annual return | 38.50% | 32.74%+5.8pp | 89.72%-51.2pp | 26.06%+12.4pp |
| Employer contribution / active EE | $0 | $2,588-100.0% | $4,268-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $1,621 | $3,311-51.0% | $5,630-71.2% | $4,274-62.1% |
| Admin fee / account holder | $408 | $6,724-93.9% | $16,006-97.4% | $7,775-94.7% |