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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 | $69,273-91.8% | $90,796-93.7% | $82,637-93.1% |
| Participation rate | 89.1% | 64.0%+25.1pp | 69.5%+19.6pp | 68.1%+21.0pp |
| Annual return | 17.12% | 18.37%-1.3pp | 19.29%-2.2pp | 53.51%-36.4pp |
| Employer contribution / active EE | $0 | $1,865-100.0% | $2,294-100.0% | $2,552-100.0% |
| Participant deferral / active EE | $1,193 | $3,047-60.9% | $3,822-68.8% | $4,126-71.1% |
| Admin fee / account holder | $841 | $5,511-84.7% | $7,024-88.0% | $7,339-88.5% |