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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 | $5,776 | $77,574-92.6% | $108,753-94.7% | $86,983-93.4% |
| Participation rate | 89.7% | 62.3%+27.4pp | 71.1%+18.6pp | 69.5%+20.1pp |
| Annual return | 19.98% | 18.42%+1.6pp | 37.47%-17.5pp | 25.83%-5.9pp |
| Employer contribution / active EE | $0 | $1,611-100.0% | $2,427-100.0% | $2,584-100.0% |
| Participant deferral / active EE | $3,978 | $3,128+27.2% | $4,115-3.3% | $4,194-5.1% |
| Admin fee / account holder | $536 | $6,529-91.8% | $10,320-94.8% | $7,856-93.2% |