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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 | $96,052-96.8% | $118,106-97.4% | $87,485-96.5% |
| Participation rate | 72.7% | 77.0%-4.3pp | 81.9%-9.1pp | 68.9%+3.8pp |
| Annual return | 14.79% | 24.16%-9.4pp | 19.44%-4.7pp | 26.06%-11.3pp |
| Employer contribution / active EE | $0 | $3,939-100.0% | $4,698-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $2,524 | $5,793-56.4% | $6,619-61.9% | $4,274-40.9% |
| Admin fee / account holder | $1,464 | $7,618-80.8% | $8,973-83.7% | $7,775-81.2% |