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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 | $5,823 | $58,493-90.0% | $84,021-93.1% | $72,975-92.0% |
| Participation rate | 76.1% | 61.2%+14.9pp | 69.0%+7.1pp | 69.5%+6.6pp |
| Annual return | 24.27% | 28.93%-4.7pp | 71.32%-47.1pp | 81.01%-56.7pp |
| Employer contribution / active EE | $0 | $1,163-100.0% | $1,984-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $1,126 | $2,394-53.0% | $3,239-65.2% | $3,608-68.8% |
| Admin fee / account holder | $459 | $4,569-90.0% | $6,102-92.5% | $5,124-91.0% |