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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 | $2,955 | $81,664-96.4% | $70,476-95.8% | $158,966-98.1% |
| Participation rate | 100.0% | 77.7%+22.3pp | 75.1%+24.9pp | 82.0%+18.0pp |
| Annual return | 11.15% | 208.59%-197.4pp | 109.12%-98.0pp | 302.95%-291.8pp |
| Employer contribution / active EE | $0 | $3,219-100.0% | $2,738-100.0% | $4,762-100.0% |
| Participant deferral / active EE | $1,621 | $4,556-64.4% | $3,710-56.3% | $5,983-72.9% |
| Admin fee / account holder | $1,487 | $6,197-76.0% | $3,847-61.4% | $11,250-86.8% |