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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 | $3,088 | $90,674-96.6% | $96,707-96.8% | $82,448-96.3% |
| Participation rate | 72.7% | 75.9%-3.2pp | 80.4%-7.6pp | 68.1%+4.7pp |
| Annual return | 14.79% | 49.05%-34.3pp | 34.78%-20.0pp | 41.64%-26.9pp |
| Employer contribution / active EE | $0 | $3,975-100.0% | $4,191-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $2,524 | $5,696-55.7% | $5,997-57.9% | $4,139-39.0% |
| Admin fee / account holder | $1,464 | $7,568-80.7% | $7,503-80.5% | $7,234-79.8% |