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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 | $3,367 | $72,471-95.4% | $94,215-96.4% | $86,983-96.1% |
| Participation rate | 82.1% | 63.9%+18.3pp | 70.0%+12.2pp | 69.5%+12.6pp |
| Annual return | 25.57% | 26.44%-0.9pp | 28.22%-2.6pp | 25.83%-0.3pp |
| Employer contribution / active EE | $0 | $1,936-100.0% | $2,675-100.0% | $2,584-100.0% |
| Participant deferral / active EE | $1,917 | $3,397-43.6% | $4,276-55.2% | $4,194-54.3% |
| Admin fee / account holder | $789 | $6,468-87.8% | $10,216-92.3% | $7,856-90.0% |