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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 | $3,941 | $103,949-96.2% | $69,182-94.3% | $273,972-98.6% |
| Participation rate | 100.0% | 67.4%+32.6pp | 55.1%+44.9pp | 83.0%+17.0pp |
| Annual return | 1.92% | 35.28%-33.4pp | -21.93%+23.9pp | 41.46%-39.5pp |
| Employer contribution / active EE | $0 | $1,783-100.0% | $1,206-100.0% | $4,869-100.0% |
| Participant deferral / active EE | $2,400 | $2,716-11.7% | $1,897+26.5% | $5,287-54.6% |
| Admin fee / account holder | $710 | $3,671-80.7% | $2,697-73.7% | $10,133-93.0% |