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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 | $67,894-91.6% | $89,340-93.6% | $82,448-93.1% |
| Participation rate | 89.1% | 64.0%+25.0pp | 69.6%+19.5pp | 68.1%+21.0pp |
| Annual return | 17.12% | 19.21%-2.1pp | 20.57%-3.5pp | 41.64%-24.5pp |
| Employer contribution / active EE | $0 | $1,828-100.0% | $2,231-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $1,193 | $3,072-61.2% | $3,823-68.8% | $4,139-71.2% |
| Admin fee / account holder | $841 | $5,723-85.3% | $6,704-87.5% | $7,234-88.4% |