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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 | $5,730 | $75,541-92.4% | $152,093-96.2% | $82,637-93.1% |
| Participation rate | 70.0% | 66.5%+3.5pp | 77.8%-7.8pp | 68.1%+1.9pp |
| Annual return | 21.49% | 32.56%-11.1pp | 66.36%-44.9pp | 53.51%-32.0pp |
| Employer contribution / active EE | $0 | $2,622-100.0% | $4,175-100.0% | $2,552-100.0% |
| Participant deferral / active EE | $1,574 | $3,206-50.9% | $5,451-71.1% | $4,126-61.9% |
| Admin fee / account holder | $542 | $6,405-91.5% | $14,497-96.3% | $7,339-92.6% |