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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 | $6,104 | $74,535-91.8% | $100,712-93.9% | $82,637-92.6% |
| Participation rate | 90.8% | 61.2%+29.6pp | 69.3%+21.5pp | 68.1%+22.7pp |
| Annual return | 16.46% | 18.92%-2.5pp | 33.27%-16.8pp | 53.51%-37.0pp |
| Employer contribution / active EE | $0 | $1,503-100.0% | $2,313-100.0% | $2,552-100.0% |
| Participant deferral / active EE | $2,359 | $3,074-23.3% | $4,085-42.3% | $4,126-42.8% |
| Admin fee / account holder | $319 | $6,576-95.1% | $9,256-96.6% | $7,339-95.6% |