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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 | $4,292 | $95,453-95.5% | $112,040-96.2% | $82,448-94.8% |
| Participation rate | 75.0% | 72.8%+2.2pp | 76.5%-1.5pp | 68.1%+6.9pp |
| Annual return | 21.17% | 23.92%-2.7pp | 24.52%-3.3pp | 41.64%-20.5pp |
| Employer contribution / active EE | $0 | $2,318-100.0% | $2,954-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $2,740 | $4,224-35.1% | $5,098-46.2% | $4,139-33.8% |
| Admin fee / account holder | $781 | $9,013-91.3% | $12,098-93.5% | $7,234-89.2% |