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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 | $57,590-93.2% | $86,233-95.5% | $82,448-95.3% |
| Participation rate | 89.5% | 57.9%+31.6pp | 69.0%+20.5pp | 68.1%+21.4pp |
| Annual return | 26.23% | 22.41%+3.8pp | 61.39%-35.2pp | 41.64%-15.4pp |
| Employer contribution / active EE | $0 | $1,655-100.0% | $2,504-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $1,652 | $3,080-46.4% | $4,559-63.8% | $4,139-60.1% |
| Admin fee / account holder | $471 | $4,730-90.0% | $8,342-94.4% | $7,234-93.5% |