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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 | $1,796 | $64,920-97.2% | $103,693-98.3% | $86,983-97.9% |
| Participation rate | 92.9% | 63.6%+29.3pp | 72.6%+20.2pp | 69.5%+23.3pp |
| Annual return | 17.00% | 30.29%-13.3pp | 47.61%-30.6pp | 25.83%-8.8pp |
| Employer contribution / active EE | $19 | $2,141-99.1% | $2,920-99.3% | $2,584-99.2% |
| Participant deferral / active EE | $2,534 | $3,241-21.8% | $4,579-44.7% | $4,194-39.6% |
| Admin fee / account holder | $1,181 | $6,191-80.9% | $7,858-85.0% | $7,856-85.0% |