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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 | $4,607 | $59,440-92.2% | $78,004-94.1% | $82,637-94.4% |
| Participation rate | 77.8% | 62.8%+15.0pp | 69.4%+8.3pp | 68.1%+9.7pp |
| Annual return | 19.39% | 40.24%-20.8pp | 31.07%-11.7pp | 53.51%-34.1pp |
| Employer contribution / active EE | $0 | $1,750-100.0% | $2,469-100.0% | $2,552-100.0% |
| Participant deferral / active EE | $3,432 | $3,138+9.4% | $4,092-16.1% | $4,126-16.8% |
| Admin fee / account holder | $742 | $5,504-86.5% | $7,578-90.2% | $7,339-89.9% |