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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 | $4,407 | $75,541-94.2% | $152,093-97.1% | $82,637-94.7% |
| Participation rate | 90.0% | 66.5%+23.5pp | 77.8%+12.2pp | 68.1%+21.9pp |
| Annual return | 17.74% | 32.56%-14.8pp | 66.36%-48.6pp | 53.51%-35.8pp |
| Employer contribution / active EE | $0 | $2,622-100.0% | $4,175-100.0% | $2,552-100.0% |
| Participant deferral / active EE | $3,228 | $3,206+0.7% | $5,451-40.8% | $4,126-21.8% |
| Admin fee / account holder | $2,136 | $6,405-66.7% | $14,497-85.3% | $7,339-70.9% |