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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 | $5,137 | $89,364-94.3% | $141,177-96.4% | $72,983-93.0% |
| Participation rate | 75.7% | 75.1%+0.6pp | 82.5%-6.8pp | 69.5%+6.2pp |
| Annual return | 38.86% | 111.86%-73.0pp | 71.40%-32.5pp | 81.01%-42.1pp |
| Employer contribution / active EE | $0 | $3,115-100.0% | $4,736-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $2,778 | $5,419-48.7% | $6,710-58.6% | $3,608-23.0% |
| Admin fee / account holder | $608 | $5,959-89.8% | $10,263-94.1% | $5,124-88.1% |