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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 | $3,165 | $69,444-95.4% | $92,985-96.6% | $87,485-96.4% |
| Participation rate | 93.5% | 63.3%+30.3pp | 69.5%+24.1pp | 68.9%+24.6pp |
| Annual return | 13.84% | 23.85%-10.0pp | 27.99%-14.1pp | 26.06%-12.2pp |
| Employer contribution / active EE | $0 | $1,917-100.0% | $2,662-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $2,465 | $3,364-26.7% | $4,377-43.7% | $4,274-42.3% |
| Admin fee / account holder | $779 | $6,137-87.3% | $9,463-91.8% | $7,775-90.0% |