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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 | $87,166-95.3% | $76,735-94.7% | $137,256-97.0% |
| Participation rate | 100.0% | 74.4%+25.6pp | 69.5%+30.5pp | 80.0%+20.0pp |
| Annual return | 14.73% | 26.50%-11.8pp | 29.77%-15.0pp | 220.34%-205.6pp |
| Employer contribution / active EE | $0 | $2,904-100.0% | $2,454-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $2,385 | $4,726-49.5% | $4,088-41.7% | $6,407-62.8% |
| Admin fee / account holder | $8,005 | $8,403-4.7% | $7,189+11.3% | $12,270-34.8% |