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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 | $4,411 | $77,638-94.3% | $156,551-97.2% | $62,881-93.0% |
| Participation rate | 89.2% | 71.2%+18.0pp | 84.0%+5.2pp | 69.3%+19.9pp |
| Annual return | 5.76% | 50.33%-44.6pp | 32.23%-26.5pp | 20.14%-14.4pp |
| Employer contribution / active EE | $0 | $3,444-100.0% | $5,501-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $2,981 | $3,046-2.1% | $4,871-38.8% | $3,203-6.9% |
| Admin fee / account holder | $624 | $5,561-88.8% | $13,028-95.2% | $4,296-85.5% |