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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 | $2,135 | $58,258-96.3% | $81,820-97.4% | $80,925-97.4% |
| Participation rate | 80.9% | 63.5%+17.4pp | 72.4%+8.5pp | 67.7%+13.2pp |
| Annual return | 14.12% | 41.76%-27.6pp | 777.93%-763.8pp | 35.65%-21.5pp |
| Employer contribution / active EE | $0 | $2,345-100.0% | $2,915-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $1,242 | $3,284-62.2% | $4,323-71.3% | $4,299-71.1% |
| Admin fee / account holder | $581 | $4,976-88.3% | $7,391-92.1% | $6,940-91.6% |