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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 | $5,528 | $63,861-91.3% | $104,639-94.7% | $79,856-93.1% |
| Participation rate | 89.7% | 64.9%+24.7pp | 74.1%+15.6pp | 69.6%+20.0pp |
| Annual return | 24.31% | 21.30%+3.0pp | 340.67%-316.4pp | 31.71%-7.4pp |
| Employer contribution / active EE | $0 | $1,588-100.0% | $2,682-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $6,459 | $2,693+139.8% | $3,738+72.8% | $3,741+72.7% |
| Admin fee / account holder | $1,051 | $4,185-74.9% | $6,465-83.7% | $5,306-80.2% |