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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 | $4,861 | $77,814-93.8% | $158,223-96.9% | $86,983-94.4% |
| Participation rate | 93.1% | 68.4%+24.7pp | 79.2%+13.9pp | 69.5%+23.6pp |
| Annual return | 20.07% | 30.54%-10.5pp | 52.09%-32.0pp | 25.83%-5.8pp |
| Employer contribution / active EE | $0 | $2,592-100.0% | $4,109-100.0% | $2,584-100.0% |
| Participant deferral / active EE | $2,141 | $3,270-34.5% | $5,467-60.8% | $4,194-48.9% |
| Admin fee / account holder | $1,262 | $5,879-78.5% | $16,047-92.1% | $7,856-83.9% |