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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 | $4,533 | $76,407-94.1% | $150,298-97.0% | $82,448-94.5% |
| Participation rate | 83.0% | 66.4%+16.6pp | 77.8%+5.2pp | 68.1%+14.9pp |
| Annual return | 55.32% | 39.99%+15.3pp | 62.79%-7.5pp | 41.64%+13.7pp |
| Employer contribution / active EE | $0 | $2,614-100.0% | $4,154-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $1,818 | $3,214-43.5% | $5,453-66.7% | $4,139-56.1% |
| Admin fee / account holder | $705 | $6,352-88.9% | $14,116-95.0% | $7,234-90.3% |