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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 | $3,901 | $58,057-93.3% | $97,032-96.0% | $86,983-95.5% |
| Participation rate | 89.5% | 60.4%+29.1pp | 71.6%+17.9pp | 69.5%+19.9pp |
| Annual return | 26.23% | 22.26%+4.0pp | 35.38%-9.1pp | 25.83%+0.4pp |
| Employer contribution / active EE | $0 | $1,663-100.0% | $2,629-100.0% | $2,584-100.0% |
| Participant deferral / active EE | $1,652 | $3,244-49.1% | $4,672-64.6% | $4,194-60.6% |
| Admin fee / account holder | $471 | $4,839-90.3% | $9,418-95.0% | $7,856-94.0% |