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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 | $5,576 | $58,627-90.5% | $76,735-92.7% | $82,448-93.2% |
| Participation rate | 70.6% | 63.2%+7.4pp | 69.5%+1.1pp | 68.1%+2.5pp |
| Annual return | 22.06% | 39.10%-17.0pp | 29.77%-7.7pp | 41.64%-19.6pp |
| Employer contribution / active EE | $0 | $1,729-100.0% | $2,454-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $2,380 | $3,134-24.0% | $4,088-41.8% | $4,139-42.5% |
| Admin fee / account holder | $1,972 | $5,323-63.0% | $7,189-72.6% | $7,234-72.7% |