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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 | $5,756 | $81,358-92.9% | $155,556-96.3% | $80,959-92.9% |
| Participation rate | 78.1% | 66.3%+11.9pp | 78.2%-0.1pp | 67.7%+10.5pp |
| Annual return | 11.26% | 33.39%-22.1pp | 64.84%-53.6pp | 35.67%-24.4pp |
| Employer contribution / active EE | $0 | $3,106-100.0% | $4,675-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $2,056 | $3,455-40.5% | $5,631-63.5% | $4,300-52.2% |
| Admin fee / account holder | $2,153 | $7,994-73.1% | $15,885-86.4% | $6,925-68.9% |