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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 | $2,055 | $106,588-98.1% | $94,215-97.8% | $155,188-98.7% |
| Participation rate | 85.7% | 74.3%+11.4pp | 70.0%+15.8pp | 80.8%+4.9pp |
| Annual return | 20.62% | 29.39%-8.8pp | 28.22%-7.6pp | 148.84%-128.2pp |
| Employer contribution / active EE | $0 | $3,080-100.0% | $2,675-100.0% | $4,248-100.0% |
| Participant deferral / active EE | $1,737 | $4,802-63.8% | $4,276-59.4% | $6,531-73.4% |
| Admin fee / account holder | $430 | $12,281-96.5% | $10,216-95.8% | $14,480-97.0% |