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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 | $60,442-90.6% | $96,754-94.1% | $87,485-93.5% |
| Participation rate | 72.5% | 58.7%+13.8pp | 70.3%+2.2pp | 68.9%+3.6pp |
| Annual return | 19.87% | 21.97%-2.1pp | 82.04%-62.2pp | 26.06%-6.2pp |
| Employer contribution / active EE | $0 | $1,691-100.0% | $2,679-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $1,937 | $3,280-40.9% | $4,758-59.3% | $4,274-54.7% |
| Admin fee / account holder | $462 | $5,069-90.9% | $8,905-94.8% | $7,775-94.1% |