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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 | $5,683 | $63,949-91.1% | $129,031-95.6% | $94,015-94.0% |
| Participation rate | 72.5% | 63.4%+9.1pp | 73.4%-0.9pp | 70.8%+1.7pp |
| Annual return | 19.87% | 17.56%+2.3pp | 34.67%-14.8pp | 17.84%+2.0pp |
| Employer contribution / active EE | $0 | $1,865-100.0% | $3,226-100.0% | $2,790-100.0% |
| Participant deferral / active EE | $1,937 | $3,686-47.5% | $5,217-62.9% | $4,249-54.4% |
| Admin fee / account holder | $462 | $5,523-91.6% | $13,208-96.5% | $8,951-94.8% |