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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 | $77,814-95.9% | $158,223-98.0% | $86,983-96.3% |
| Participation rate | 97.0% | 68.4%+28.6pp | 79.2%+17.8pp | 69.5%+27.4pp |
| Annual return | 14.16% | 30.54%-16.4pp | 52.09%-37.9pp | 25.83%-11.7pp |
| Employer contribution / active EE | $0 | $2,592-100.0% | $4,109-100.0% | $2,584-100.0% |
| Participant deferral / active EE | $1,755 | $3,270-46.3% | $5,467-67.9% | $4,194-58.2% |
| Admin fee / account holder | $1,669 | $5,879-71.6% | $16,047-89.6% | $7,856-78.7% |