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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 | $3,214 | $78,690-95.9% | $161,489-98.0% | $87,485-96.3% |
| Participation rate | 97.0% | 67.5%+29.5pp | 78.7%+18.3pp | 68.9%+28.0pp |
| Annual return | 14.16% | 32.74%-18.6pp | 89.72%-75.6pp | 26.06%-11.9pp |
| Employer contribution / active EE | $0 | $2,588-100.0% | $4,268-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $1,755 | $3,311-47.0% | $5,630-68.8% | $4,274-58.9% |
| Admin fee / account holder | $1,669 | $6,724-75.2% | $16,006-89.6% | $7,775-78.5% |