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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 | $2,686 | $99,875-97.3% | $146,866-98.2% | $86,983-96.9% |
| Participation rate | 85.5% | 75.8%+9.6pp | 82.5%+2.9pp | 69.5%+15.9pp |
| Annual return | 31.49% | 28.10%+3.4pp | 102.85%-71.4pp | 25.83%+5.7pp |
| Employer contribution / active EE | $0 | $3,224-100.0% | $4,425-100.0% | $2,584-100.0% |
| Participant deferral / active EE | $2,393 | $6,322-62.2% | $7,759-69.2% | $4,194-42.9% |
| Admin fee / account holder | $471 | $7,838-94.0% | $13,620-96.5% | $7,856-94.0% |