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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 | $76,407-95.8% | $150,298-97.9% | $82,448-96.1% |
| Participation rate | 97.0% | 66.4%+30.6pp | 77.8%+19.2pp | 68.1%+28.9pp |
| Annual return | 14.16% | 39.99%-25.8pp | 62.79%-48.6pp | 41.64%-27.5pp |
| Employer contribution / active EE | $0 | $2,614-100.0% | $4,154-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $1,755 | $3,214-45.4% | $5,453-67.8% | $4,139-57.6% |
| Admin fee / account holder | $1,669 | $6,352-73.7% | $14,116-88.2% | $7,234-76.9% |