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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 | $2,621 | $87,166-97.0% | $76,735-96.6% | $137,256-98.1% |
| Participation rate | 100.0% | 74.4%+25.6pp | 69.5%+30.5pp | 80.0%+20.0pp |
| Annual return | 0.00% | 26.50%-26.5pp | 29.77%-29.8pp | 220.34%-220.3pp |
| Employer contribution / active EE | $0 | $2,904-100.0% | $2,454-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $2,927 | $4,726-38.1% | $4,088-28.4% | $6,407-54.3% |
| Admin fee / account holder | $492 | $8,403-94.1% | $7,189-93.2% | $12,270-96.0% |