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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 | $76,834-92.1% | $108,359-94.4% | $87,485-93.0% |
| Participation rate | 90.8% | 61.7%+29.1pp | 70.1%+20.7pp | 68.9%+21.9pp |
| Annual return | 16.46% | 19.09%-2.6pp | 36.89%-20.4pp | 26.06%-9.6pp |
| Employer contribution / active EE | $0 | $1,556-100.0% | $2,399-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $2,359 | $3,100-23.9% | $4,137-43.0% | $4,274-44.8% |
| Admin fee / account holder | $319 | $6,537-95.1% | $9,741-96.7% | $7,775-95.9% |