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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 | $88,996-97.7% | $78,004-97.4% | $138,895-98.5% |
| Participation rate | 85.7% | 74.4%+11.4pp | 69.4%+16.3pp | 79.9%+5.8pp |
| Annual return | 20.62% | 28.03%-7.4pp | 31.07%-10.4pp | 145.39%-124.8pp |
| Employer contribution / active EE | $0 | $2,917-100.0% | $2,469-100.0% | $4,194-100.0% |
| Participant deferral / active EE | $1,737 | $4,724-63.2% | $4,092-57.5% | $6,396-72.8% |
| Admin fee / account holder | $430 | $8,807-95.1% | $7,578-94.3% | $12,562-96.6% |