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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 | $4,174 | $101,798-95.9% | $165,071-97.5% | $80,935-94.8% |
| Participation rate | 89.5% | 71.8%+17.6pp | 78.6%+10.9pp | 67.7%+21.8pp |
| Annual return | 10.64% | 16.73%-6.1pp | 70.17%-59.5pp | 35.66%-25.0pp |
| Employer contribution / active EE | $0 | $2,954-100.0% | $4,347-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $2,094 | $4,476-53.2% | $6,035-65.3% | $4,299-51.3% |
| Admin fee / account holder | $936 | $8,221-88.6% | $12,695-92.6% | $6,924-86.5% |