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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 | $74,535-92.3% | $100,712-94.3% | $82,637-93.0% |
| Participation rate | 89.7% | 61.2%+28.5pp | 69.3%+20.4pp | 68.1%+21.6pp |
| Annual return | 19.98% | 18.92%+1.1pp | 33.27%-13.3pp | 53.51%-33.5pp |
| Employer contribution / active EE | $0 | $1,503-100.0% | $2,313-100.0% | $2,552-100.0% |
| Participant deferral / active EE | $3,978 | $3,074+29.4% | $4,085-2.6% | $4,126-3.6% |
| Admin fee / account holder | $536 | $6,576-91.8% | $9,256-94.2% | $7,339-92.7% |