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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 | $4,080 | $107,733-96.2% | $92,985-95.6% | $154,746-97.4% |
| Participation rate | 100.0% | 74.6%+25.4pp | 69.5%+30.5pp | 80.7%+19.3pp |
| Annual return | 14.73% | 30.39%-15.7pp | 27.99%-13.3pp | 172.34%-157.6pp |
| Employer contribution / active EE | $0 | $3,126-100.0% | $2,662-100.0% | $4,379-100.0% |
| Participant deferral / active EE | $2,385 | $5,053-52.8% | $4,377-45.5% | $6,730-64.6% |
| Admin fee / account holder | $8,005 | $11,369-29.6% | $9,463-15.4% | $14,365-44.3% |