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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 | $5,705 | $72,607-92.1% | $90,259-93.7% | $87,485-93.5% |
| Participation rate | 89.1% | 64.8%+24.3pp | 70.7%+18.3pp | 68.9%+20.2pp |
| Annual return | 17.12% | 18.59%-1.5pp | 18.88%-1.8pp | 26.06%-8.9pp |
| Employer contribution / active EE | $0 | $1,919-100.0% | $2,291-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $1,193 | $3,055-61.0% | $3,827-68.8% | $4,274-72.1% |
| Admin fee / account holder | $841 | $5,947-85.9% | $7,267-88.4% | $7,775-89.2% |