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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 | $6,028 | $81,457-92.6% | $103,378-94.2% | $80,911-92.5% |
| Participation rate | 93.1% | 66.8%+26.3pp | 74.5%+18.6pp | 67.6%+25.5pp |
| Annual return | 14.07% | 25.58%-11.5pp | 24.91%-10.8pp | 35.63%-21.6pp |
| Employer contribution / active EE | $0 | $3,107-100.0% | $3,870-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $3,004 | $3,871-22.4% | $5,058-40.6% | $4,297-30.1% |
| Admin fee / account holder | $554 | $6,717-91.8% | $8,401-93.4% | $6,935-92.0% |