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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 | $3,839 | $71,353-94.6% | $92,805-95.9% | $86,983-95.6% |
| Participation rate | 75.0% | 80.9%-5.9pp | 83.5%-8.5pp | 69.5%+5.5pp |
| Annual return | 44.59% | 44.68%-0.1pp | 31.59%+13.0pp | 25.83%+18.8pp |
| Employer contribution / active EE | $0 | $2,468-100.0% | $3,424-100.0% | $2,584-100.0% |
| Participant deferral / active EE | $3,472 | $6,966-50.2% | $8,448-58.9% | $4,194-17.2% |
| Admin fee / account holder | $1,231 | $6,099-79.8% | $10,911-88.7% | $7,856-84.3% |