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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 | $3,271 | $77,814-95.8% | $158,223-97.9% | $86,983-96.2% |
| Participation rate | 84.4% | 68.4%+16.0pp | 79.2%+5.2pp | 69.5%+14.8pp |
| Annual return | 21.80% | 30.54%-8.7pp | 52.09%-30.3pp | 25.83%-4.0pp |
| Employer contribution / active EE | $0 | $2,592-100.0% | $4,109-100.0% | $2,584-100.0% |
| Participant deferral / active EE | $1,588 | $3,270-51.4% | $5,467-71.0% | $4,194-62.1% |
| Admin fee / account holder | $304 | $5,879-94.8% | $16,047-98.1% | $7,856-96.1% |