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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 | $6,410 | $77,908-91.8% | $149,696-95.7% | $75,173-91.5% |
| Participation rate | 89.5% | 65.6%+23.9pp | 78.8%+10.7pp | 67.2%+22.3pp |
| Annual return | 14.74% | 31.73%-17.0pp | 134.46%-119.7pp | 160.72%-146.0pp |
| Employer contribution / active EE | $0 | $3,138-100.0% | $4,821-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $2,384 | $3,411-30.1% | $5,682-58.0% | $4,126-42.2% |
| Admin fee / account holder | $1,828 | $5,950-69.3% | $13,212-86.2% | $5,651-67.7% |