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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 | $97,550-95.6% | $120,344-96.4% | $87,485-95.1% |
| Participation rate | 75.0% | 72.8%+2.2pp | 76.7%-1.7pp | 68.9%+6.1pp |
| Annual return | 21.17% | 18.41%+2.8pp | 20.30%+0.9pp | 26.06%-4.9pp |
| Employer contribution / active EE | $0 | $2,291-100.0% | $3,020-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $2,740 | $4,230-35.2% | $5,135-46.6% | $4,274-35.9% |
| Admin fee / account holder | $781 | $9,543-91.8% | $12,742-93.9% | $7,775-90.0% |