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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 | $5,358 | $76,551-93.0% | $123,894-95.7% | $62,881-91.5% |
| Participation rate | 81.5% | 73.0%+8.5pp | 81.4%+0.1pp | 69.3%+12.2pp |
| Annual return | 14.61% | 18.68%-4.1pp | 47.52%-32.9pp | 20.14%-5.5pp |
| Employer contribution / active EE | $0 | $2,882-100.0% | $4,617-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $2,223 | $4,840-54.1% | $5,984-62.9% | $3,203-30.6% |
| Admin fee / account holder | $393 | $4,826-91.9% | $8,357-95.3% | $4,296-90.8% |