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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 | $3,631 | $76,407-95.2% | $150,298-97.6% | $82,448-95.6% |
| Participation rate | 85.3% | 66.4%+18.9pp | 77.8%+7.5pp | 68.1%+17.2pp |
| Annual return | 19.12% | 39.99%-20.9pp | 62.79%-43.7pp | 41.64%-22.5pp |
| Employer contribution / active EE | $0 | $2,614-100.0% | $4,154-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $1,239 | $3,214-61.5% | $5,453-77.3% | $4,139-70.1% |
| Admin fee / account holder | $587 | $6,352-90.8% | $14,116-95.8% | $7,234-91.9% |