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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 | $5,794 | $112,729-94.9% | $98,716-94.1% | $137,256-95.8% |
| Participation rate | 71.4% | 74.2%-2.8pp | 69.3%+2.1pp | 80.0%-8.5pp |
| Annual return | 16.42% | 38.48%-22.1pp | 31.81%-15.4pp | 220.34%-203.9pp |
| Employer contribution / active EE | $0 | $2,725-100.0% | $2,279-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $3,735 | $4,640-19.5% | $4,048-7.7% | $6,407-41.7% |
| Admin fee / account holder | $2,492 | $10,129-75.4% | $8,703-71.4% | $12,270-79.7% |