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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 | $107,733-97.6% | $92,985-97.2% | $154,746-98.3% |
| Participation rate | 100.0% | 74.6%+25.4pp | 69.5%+30.5pp | 80.7%+19.3pp |
| Annual return | 0.00% | 30.39%-30.4pp | 27.99%-28.0pp | 172.34%-172.3pp |
| Employer contribution / active EE | $0 | $3,126-100.0% | $2,662-100.0% | $4,379-100.0% |
| Participant deferral / active EE | $2,927 | $5,053-42.1% | $4,377-33.1% | $6,730-56.5% |
| Admin fee / account holder | $492 | $11,369-95.7% | $9,463-94.8% | $14,365-96.6% |