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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 | $5,720 | $77,814-92.6% | $158,223-96.4% | $86,983-93.4% |
| Participation rate | 70.0% | 68.4%+1.6pp | 79.2%-9.2pp | 69.5%+0.5pp |
| Annual return | 18.68% | 30.54%-11.9pp | 52.09%-33.4pp | 25.83%-7.1pp |
| Employer contribution / active EE | $0 | $2,592-100.0% | $4,109-100.0% | $2,584-100.0% |
| Participant deferral / active EE | $1,566 | $3,270-52.1% | $5,467-71.4% | $4,194-62.7% |
| Admin fee / account holder | $1,538 | $5,879-73.8% | $16,047-90.4% | $7,856-80.4% |