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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 | $4,499 | $58,627-92.3% | $76,735-94.1% | $82,448-94.5% |
| Participation rate | 92.0% | 63.2%+28.8pp | 69.5%+22.5pp | 68.1%+23.9pp |
| Annual return | 15.19% | 39.10%-23.9pp | 29.77%-14.6pp | 41.64%-26.5pp |
| Employer contribution / active EE | $0 | $1,729-100.0% | $2,454-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $3,213 | $3,134+2.5% | $4,088-21.4% | $4,139-22.4% |
| Admin fee / account holder | $1,333 | $5,323-75.0% | $7,189-81.5% | $7,234-81.6% |