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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 | $2,716 | $48,284-94.4% | $67,524-96.0% | $80,911-96.6% |
| Participation rate | 76.9% | 66.4%+10.5pp | 72.9%+4.0pp | 67.6%+9.3pp |
| Annual return | 12.14% | 18.27%-6.1pp | 3519.41%-3507.3pp | 35.63%-23.5pp |
| Employer contribution / active EE | $0 | $2,021-100.0% | $2,734-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $974 | $2,927-66.7% | $4,001-75.7% | $4,297-77.3% |
| Admin fee / account holder | $386 | $3,688-89.5% | $4,001-90.3% | $6,935-94.4% |