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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 | $3,420 | $61,125-94.4% | $94,057-96.4% | $87,485-96.1% |
| Participation rate | 86.7% | 64.1%+22.6pp | 73.3%+13.3pp | 68.9%+17.7pp |
| Annual return | 20.24% | 35.20%-15.0pp | 480.62%-460.4pp | 26.06%-5.8pp |
| Employer contribution / active EE | $0 | $2,136-100.0% | $2,933-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $1,871 | $3,260-42.6% | $4,709-60.3% | $4,274-56.2% |
| Admin fee / account holder | $614 | $5,629-89.1% | $7,244-91.5% | $7,775-92.1% |