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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 | $57,590-90.1% | $86,233-93.4% | $82,448-93.1% |
| Participation rate | 72.5% | 57.9%+14.6pp | 69.0%+3.5pp | 68.1%+4.4pp |
| Annual return | 19.87% | 22.41%-2.5pp | 61.39%-41.5pp | 41.64%-21.8pp |
| Employer contribution / active EE | $0 | $1,655-100.0% | $2,504-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $1,937 | $3,080-37.1% | $4,559-57.5% | $4,139-53.2% |
| Admin fee / account holder | $462 | $4,730-90.2% | $8,342-94.5% | $7,234-93.6% |