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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 | $2,613 | $107,809-97.6% | $97,032-97.3% | $155,188-98.3% |
| Participation rate | 100.0% | 75.5%+24.5pp | 71.6%+28.4pp | 80.8%+19.2pp |
| Annual return | 8.45% | 38.06%-29.6pp | 35.38%-26.9pp | 148.84%-140.4pp |
| Employer contribution / active EE | $0 | $2,911-100.0% | $2,629-100.0% | $4,248-100.0% |
| Participant deferral / active EE | $1,512 | $5,129-70.5% | $4,672-67.6% | $6,531-76.9% |
| Admin fee / account holder | $3,620 | $10,717-66.2% | $9,418-61.6% | $14,480-75.0% |