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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 | $5,778 | $89,364-93.5% | $141,177-95.9% | $72,983-92.1% |
| Participation rate | 81.9% | 75.1%+6.8pp | 82.5%-0.5pp | 69.5%+12.5pp |
| Annual return | 63.73% | 111.86%-48.1pp | 71.40%-7.7pp | 81.01%-17.3pp |
| Employer contribution / active EE | $0 | $3,115-100.0% | $4,736-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $4,071 | $5,419-24.9% | $6,710-39.3% | $3,608+12.9% |
| Admin fee / account holder | $535 | $5,959-91.0% | $10,263-94.8% | $5,124-89.6% |