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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 | $3,331 | $161,352-97.9% | $134,172-97.5% | $137,256-97.6% |
| Participation rate | 75.0% | 78.3%-3.3pp | 72.5%+2.5pp | 80.0%-5.0pp |
| Annual return | 15.90% | 28.72%-12.8pp | 25.30%-9.4pp | 220.34%-204.4pp |
| Employer contribution / active EE | $0 | $4,099-100.0% | $3,420-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $2,685 | $5,552-51.6% | $4,690-42.8% | $6,407-58.1% |
| Admin fee / account holder | $1,410 | $15,028-90.6% | $12,016-88.3% | $12,270-88.5% |