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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 | $4,606 | $63,365-92.7% | $91,994-95.0% | $72,976-93.7% |
| Participation rate | 82.8% | 72.5%+10.2pp | 78.6%+4.1pp | 69.5%+13.3pp |
| Annual return | 38.67% | 35.35%+3.3pp | 69.04%-30.4pp | 81.02%-42.3pp |
| Employer contribution / active EE | $0 | $2,116-100.0% | $3,453-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $4,284 | $4,883-12.3% | $5,924-27.7% | $3,608+18.7% |
| Admin fee / account holder | $2,452 | $4,670-47.5% | $7,744-68.3% | $5,124-52.1% |