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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 | $75,541-95.7% | $152,093-97.8% | $82,637-96.0% |
| Participation rate | 84.4% | 66.5%+17.8pp | 77.8%+6.6pp | 68.1%+16.3pp |
| Annual return | 21.80% | 32.56%-10.8pp | 66.36%-44.6pp | 53.51%-31.7pp |
| Employer contribution / active EE | $0 | $2,622-100.0% | $4,175-100.0% | $2,552-100.0% |
| Participant deferral / active EE | $1,588 | $3,206-50.5% | $5,451-70.9% | $4,126-61.5% |
| Admin fee / account holder | $304 | $6,405-95.2% | $14,497-97.9% | $7,339-95.9% |